Why would a not-for-profit need a Financial Advisor?
Not-for-Profit organizations often require cash flow analysis, cash & investment management strategies, and input regarding their investment policy statement. A financial advisor can provide value in each of these areas.
How can King Wealth Management help your organization?
By working closely with your organization’s leadership team, we can help identify needs, customize solutions and develop a servicing model that allows you more time to focus on the mission of your organization. We currently work with several not-for-profit organizations throughout the region that have benefited from our advice.