Philanthropy & Charity Management
Aloha Wealth Partners can manage and grow your charity account by investing in organizations aligned with your values.
When you want to make a donation to a charity or cause you believe in, you can transfer funds from your account and know it’s going directly into the hands of the people you’re passionate about helping.
Aloha Wealth Partners not only manages and grows your charity giving potential, but we can invest in organizations that align with your values. For example, if you only want to invest in companies that practice ESG, we can find the best opportunities that fulfill your desire to invest in those companies. When you partner with us, you get access to both public and private wealth investments giving you a greater chance of growing your charity faster.
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We have a conversation about what you’re looking for and determine if we’ll be good partners.
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If we both think we’re a good match, we tap into our network and start digging for opportunities that match your preferences.
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We deliver our findings and help you narrow down the best opportunities. You make your decision and we take care of the rest.
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We stay committed to not only managing your wealth, but growing with you as a trusted partner and collaborator.
