Along with the achievement of wealth comes many opportunities. And we believe the greatest is the opportunity to do good for the people and the causes we believe in. By sharing our good fortune, we gain something of greater value than wealth itself – the ability to make a difference in the world.
Our team is proud to support a variety of local organizations and charitable initiatives including:
Gerry Klingman received the Invest in Others Lifetime Achievement Award for his 25+ years of working with Best Buddies International. Since 1990, Gerry has worked tirelessly to help Best Buddies expand and deliver on its mission to create opportunities for one-to-one friendships, integrated employment and leadership development for people with intellectual and developmental disabilities.
“We spend so much time helping our clients achieve big financial goals. It’s so important that we not lose sight of how many people in a city like New York have to worry about where their next warm meal will come from.”
– Craig Laub
“Helping to provide victims of domestic abuse with a greater sense of safety and empowerment is one of the most incredible gifts someone can provide.”
– Penney Klingman
“I was fortunate to learn at an early age how the game of golf can help shape a person’s character. The First Tee does an incredible job of providing a similar experience to children who would not otherwise have access to the great game of golf.”
– Tom Klingman
“Neither we nor our clients could lead the lives we live without the security provided by members of our military. Post-service mental illness is an unfortunate reality and one that Headstrong works every day to overcome.”
– Michael Paley
“Like virtually everyone around us, we have lost loved ones to this terrible disease. Anything we can do to help find a cure strengthens their legacy.”
– Gerry Klingman
“It’s incredible to see the impact that a guide dog can have on a person’s life ... and to see the bond that develops between the two.”
– Dan DelMoro
And our commitment to giving back doesn't stop with any one group or cause. Whatever inspires you, we'd be proud to help you share your support through a variety of charitable giving strategies available including donor advised funds, pooled income funds, charity advised accounts and charitable gift annuities. To learn more about how we can help you give back to the causes you hold dear, contact us today.
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