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We Grow When Others Do

Our Commitment to Our Community

Our Commitment to Our Community

Service is at the core of everything we do: In the workplace, at home, and in our community. Our commitment to our community, both locally and globally, is something our clients can take part in. When you hire us for a financial plan, part of your planning fee is contributed to one of the organizations listed below.

Orangewood Foundation

Orangewood Foundation

The “Orangewood Way” recognizes that our relationship with our youth is one of collaboration and partnership. Our staff work one-on-one with our youth to help them identify their own strengths, attributes, and aptitudes to empower them to overcome their challenges and reach their greatest potential. Our staff work with youth in four critical areas: health & wellness, housing, life skills & employment, and education. We meet a broad array of needs: from groceries and a hot meal, to transitional housing, to life skills workshops and employment leads, to our innovative Samueli Academy charter high school and scholarships for college and graduate school.

<span>Caring House</span>

Caring House

Caring House is the first and only non-profit, non-medical home in Los Angeles County that is totally focused on end-of-life care. It’s a place of peace, a home to spend last days surrounded by love and support. A place where family members and friends are freed from care duties and get to spend their energy supporting and connecting with their loved one and with each other.

<span>Families Forward</span>

Families Forward

Families Forward exists to help families in need achieve and maintain self-sufficiency through housing, food, counseling, education, and other support services. Families Forward holds strong to our commitment to the values of dignity, empowerment, accountability, community spirit, and hope.