Commonwealth Wealth Management & Trust Group offers personalized service and a seasoned team that can provide administrative and investment management services for Private Foundations, Endowments, and Charitable Institutions. We offer a consultative approach and wide range of services to meet the unique needs of individuals, families, charities, churches, endowments, and not-for-profit organizations. Our committed, expert staff will tailor an investment strategy specifically to the unique requirements of your organization to ensure that charitably designated funds and endowments provide a lasting legacy for our community.
Some of the services we offer include:
With years of expertise in the non-profit sector and an innovative range of products and services, we can help streamline financial operations, maximize cash flow, manage risk and achieve the investment objectives that will allow charitable organizations to carry out their giving mission.