Non-Profit Clients

Non-profit organizations are the cornerstone of every community.  Due to the value that non-profits provide to people and worthy causes, we believe that non-profits warrant preferential pricing when paying for financial services. In general, we find that non-profits pay similar advisory fee rates as private clients. Price Wealth Management intends to be a ‘disrupter’ by offering advisory services to non-profits at a fee rate significantly more competitive than private client advisory fee levels.  This pricing strategy will promote healthy competition among financial service providers and will benefit all      non-profits organizations with lower advisory costs.

Investment Management

  • Discretionary Management
  • Asset Allocation Review
  • Income Stream Analysis
  • Portfolio Fee Analysis
  • Coordination With Consultants
  • Investment Policy Construction/Review

A "Community Dividend" Philosophy

  • Our Firm Practices Corporate Giving
  • Reinvesting In Community With Money And Donated Time
  • Advocating For Family Philanthropy
  • Preferential Pricing For Non-Profits

Contact Price Wealth Management

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309 SE Osceola Street, Suite 105 | Stuart, FL 34994 | 772-888-3757

Advisory services offered through Naples Wealth Planning, a state registered investment advisory firm. Price Wealth Management may only conduct business with residents of the states for which they are properly registered.

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