Making an Impact
Through the guidance we provide, we work to empower our clients to make their lives better. Because this often includes making others’ lives better as well, philanthropy has become an essential part of our firm’s culture.
Over the years, in addition to our own charitable contributions, we have helped our clients disburse $8,687,229 million in legacy bequests.
Charities and organizations that FORM Wealth and our clients support include: