Specialized Advice for Charities & Not-For-Profit Organizations


Foundations, charitable organizations, and not-for-profits are close to our heart at Bosak Wealth Management. Whether we are contributing with our own time, involving our families, or supporting worthy causes financially, we support the growth and development of these critical organizations in our community and across the country.


Engaging our team to relieve the challenges of financial planning and investment management for your organization will enable you to remain focused on your mission, maximizing your impact where it matters most.


We can help you to develop, execute, and monitor an investment strategy that is aligned with your organization’s values and objectives, supporting your cause while alleviating concern over how personal bias amongst your leadership might influence the management of critical assets. With our disciplined, process-driven approach, established tenure in the industry, best-in-class resources, and substantial assets under administration, we are well equipped to support you in defining and achieving your goals.


Reach out to us today to learn more about how our team can support your mission.