Philanthropy
Guidance for optimizing planned giving.
Our experienced, multidisciplinary team can craft an intentional philanthropic strategy for you and your family, and help you see it through from ideation to implementation.
Intentional Approach
Not all families are the same. Therefore, not all charitable planning strategies should look alike. Ashton Thomas can guide your planned giving toward the intersection of intended impact and optimized stewardship of family resources.
The Bigger Picture
With access to resources across multiple disciplines, Ashton Thomas can inform your family’s philanthropic goals from several perspectives simultaneously. This approach allows you to see the nuances of various pathways and make informed decisions that align with your personal and charitable goals.
Insights
News: Ashton Thomas Joins Arax Investment Partners
Monthly Market Insights
The Asset Allocation Playbook
Plan with Intention
Create intentional impact with your generosity by building a gifting plan as part of your comprehensive wealth strategy with an Ashton Thomas Wealth Advisor.