How Does Total Wealth Planning Support Our Community?

By Robert Siegmann

Giving back to our community in a variety of ways is important to our team, firm, culture and community. I’d like to share a few ways that our firm and families give back to the many great organizations that support our community.

First, we offer every employee paid time off to volunteer for their favorite charity.  Covid made this difficult in 2021, but we have hope for more opportunities in 2022 to volunteer as individuals and also to share our passion with each in small groups.

Second, we provide guidance on setting up charitable funds for clients after establishing a solid roadmap to achieve their goals.  We continue to give back by providing investment advisory services to these funds, many of which are held at the Northern Cincinnati Foundation in the form of donor advised funds, scholarship funds, and the like.  We do this at a deeply discounted fee rate.

Third, we sponsor and donate to a variety of organizations and events.  We also match employees’ donations to those organizations they are passionate about. A list of those charities we’ve supported in one fashion or another is listed below:

We are honored to serve your family and share these various means of our families’ giving back activities to highlight our passions and also to thank you for your trust.  Because, as a trusted client, you make all of this possible.