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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.

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Wounded Warrior Project

Wounded Warrior Project

The WWP mission is to honor and empower Wounded Warriors who incurred a physical or mental injury, illnesses, or wound, co-incident to military service on or after September 11, 2001.

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