Holistic wealth management

Inflation’s impact on giving, and how to insulate your clients

by Kevin McGrath, Vice President

As inflation reaches levels not seen in 40 years, your charitably minded clients are likely worrying about the impact the economy is having on nonprofits… Read More »Inflation’s impact on giving, and how to insulate your clients

The Advantages of Using Holistic Wealth Management to Help Clients Succeed

by Kevin McGrath, Vice President

There’s no doubt that the world of investment has been rocked by digitization and technological advances. These changes brought a swift wave of innovation and efficiency… Read More »The Advantages of Using Holistic Wealth Management to Help Clients Succeed