Nonprofit Services

We have been serving the unique needs of nonprofit organizations and religious institutions for over a decade. Our endowment management and strategic planning services can help you carry out your mission and ensure the sustainable growth of your organization.

Contact Us

Don't hesitate to get in touch with us for a complimentary consultation.
We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.

Securities offered through Charles Schwab & Co., Inc., Member FINRA/SIPC.

Investment advisory services offered through Barrett Wealth Management, a Registered Investment Advisor.
Charles Schwab and Barrett Wealth Management are independent, non-affiliated entities.

This site is for informational purposes only and does not constitute personalized investment advice. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

You are here

Nonprofit Services

Contact Us

Don't hesitate to get in touch with us for a complimentary consultation.We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.

Don't hesitate to get in touch with us for a complimentary consultation.
We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.