Without community the work we do is far less fulfilling. A large and meaningful impact of sound financial planning is the immediate and long term effect it can have for charitable causes and community interests where our clients live. Often there are multiple generations that will receive wealth transfer from our clients.
We are proud of our successes in this regard, but more than that we are inspired by our clients to also find productive and meaningful ways to give back to the causes and communities that allow us to do meaningful work that we’re passionate about. Ultimately we know the planning work we do with clients today could make a difference for many long after our work with that client is done.
At WealthPilot Financial we practice in our own lives what we encourage those we serve to apply in theirs’. The various organizations and causes we support with our time, expertise and monetary donations are numerous, but we wanted to specifically mention four that hold special meaning to our Founders and our firm.
These organizations are:
American Cancer Society
Jewish Community Center of Cherry Hill, NJ
Susan G. Komen Race for the Cure