Sandra is recently retired and the former owner of a firm specializing in architecture, something she has been passionate about since attending Cal Poly. With philanthropic desires, she seeks strategic wealth management advice on how best to implement her charitable ambitions. In particular, she would love to provide scholarships to architecture students in need, which she similarly benefited from as a student.
OUR WEALTH MANAGEMENT SOLUTION
As a recent retiree, we wanted to help Sandra fulfill her philanthropic goals while allowing her to enjoy her golden years with more peace of mind. As part of our partnership, we helped Sandra develop a charitable plan that integrated her overall investment strategy and goals, which included setting up an endowment at Cal Poly and allocating gifts for other organizations dear to her, including Habitat for Humanity. She was overjoyed that our suite of wealth management services could provide everything she desired in one place from trusted hands.
