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| Caritas Financial |
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Mission statement:
Utilizing a team-based approach, our organization is structured to provide valuable services to three separate and distinct client profiles: pre-retirees and retirees, high-net-worth individuals, and institutions such as endowments, foundations, and retirement plans. To better address the respective and unique concerns of each client type, Caritas Financial has dedicated resources across three different divisions of the organization: Retirement Services, Private Wealth Services, and Institutional Services.
Retirement Services: For individuals nearing retirement or living in retirement, the experienced retirement planning professionals at Caritas Financial provide guidance for developing strategies that seek to provide reliable retirement income.
Our mission is to help our clients live a full, comfortable and purposeful life in retirement
Private Wealth Services: For busy corporate executives, business owners, and high-net-worth individuals with complex wealth management concerns, the Private Wealth Advisors at Caritas Financial use their in-depth knowledge and extensive experience to work through sophisticated wealth management concepts that seek to either help build or to help preserve wealth.
Our mission is to coordinate complex financial concerns so individuals and families can focus on enjoying the freedom to pursue their ambition in life.
Institutional Services: For board members, trustees, and/or stewards of a nonprofit organization or retirement plan, the Private Wealth Advisors and Institutional Consultants at Caritas Financial have the academic training and real-world experience necessary to educate on the responsibilities of today's fiduciaries.
Our mission is to advance the strategic intent of our institutional clients by helping them understand and address their responsibilities as fiduciaries. |
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Overview:
Caritas (Care-uh-tahz) is Latin for charity, kindness, and compassion for others
At Caritas Financial, our experienced professionals have helped hundreds of families for nearly two decades by providing clear, thoughtful retirement planning guidance. Through the years we have expanded our services to become a comprehensive financial services firm providing financial planning and private wealth management for individuals and families as well as institutional services for organizations such as endowments, foundations, and retirement plans.
Focused on You
Our work begins by helping you clarify and prioritize your objectives. This is accomplished after an in-depth conversation designed to give us insight as to what is important to you in life, both personally and financially. The decisions we arrive at together help us develop a personalized financial plan that supports your objectives, responsibilities, and ambitions.
Lasting Relationships
Each Financial Consultant and Private Wealth Advisor at Caritas Financial works with a select number of clients to ensure we are accessible and responsive to your needs. Financial planning is a process, not a one-time event, so we provide ongoing communication and can respond to changes in your priorities or circumstances as necessary. We pride ourselves on connecting with clients and earning their trust, which is invaluable when developing and implementing strategies that are customized for your objectives.
Objective, Unbiased Advice
Whether you are getting “retirement-ready,” selling your business, organizing your finances, planning a legacy, or even starting a foundation, you can feel comfortable knowing you have a strong financial team to provide comprehensive recommendations. Our skilled team is comprised of financial professionals with distinguished industry designations, including CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), Certified Private Wealth Advisor (CPWA®), and Accredited Investment Fiduciary (AIF®) – all of whom have access to a broad spectrum of non-proprietary products and services. As an independent firm, we are honored to have the responsibility of delivering clear, unbiased and objective advice to our clients. |
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Vision:
Our vision is to use our time, talents, experience and expertise to make a positive impact on the lives of our clients, our community and each other. |
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