At Eaton-Cambridge we pride ourselves in providing Comprehensive, Holistic, and Consultative Wealth Management Advice and services. For many of our clients, making an impact on the world by supporting their favorite charities is an important goal of theirs and the area of Philanthropic and Charitable Gift Planning is an area that WE ARE REALLY GOOD AT IT. Our vast professional experience as investment advisors, CPAs, gift planners, and business owners combined with our passion to a make a lasting impact beyond our years, equips us to help our clients not only save tax taxes and do good, but to make a bigger impact than they ever thought possible.
If you have a Giving Heart and want to explore if there’s a way for you to be “Giving Smarter”, please contact us. By taking the time to think strategically through your giving, you may be able to:
- By-pass Capital Gain Taxes
- Increase Income Tax Deductions substantially
- ELIMINATE Estate Taxes (yes, they are optional)
- Benefit the causes you care about most
Wealth Manager | Eaton-Cambridge
firstname.lastname@example.org | 480.385.7392