“There is no exercise better for the heart than reaching down and lifting people up” – John Holmes

Our advisors can help you determine how and when to give to have the greatest positive impact on your filings. We can even help identify charitable organizations that meet your criteria to help you build your legacy, whether you care about social issues, the environment, political causes, animal rights, and more.

At PWL, we understand the importance of giving as our teams also regularly support our communities and the causes we care about.

We advise on all aspects of charitable giving, including the tax ramifications of making non-cash donations, like stocks, bonds and mutual funds.

We respect your desire to make the world a better place. We’re honored to help you maximize your impact and meet your expectations.