Charity Statement

A message from our owner, David Arnold, CFP®

Why have I committed to charitable giving as part of business operations?  Well, in short, I think it’s the right thing to do.  But let me expand.  It’s my opinion that:

A successful business should have a positive impact on its customers.  So, we need to take care of our clients.  This means doing a good job in asset management, financial planning, and insurance solutions.

A successful business should have a positive impact on its employees.  So, we foster a positive, collaborative work environment, where employees enjoy coming to work and can grow their careers.

A successful business should have a positive impact on society.  Our business does not exist in a vacuum, it exists in the world around it.  If we’re fortunate enough to find success in that world, it’s only right to help others do the same. 

There are certainly many ways this last point can be achieved, but as the business grows, I wanted to formalize this commitment.  It gives structure and definition to what we are going to do over time.