Park City Wealth Advisors is committed to marrying financial acumen with philanthropic passion, helping your wealth serve as a catalyst for positive change and community enrichment. Our strategic philanthropic planning empowers you to optimize your wealth, enjoy the associated benefits, and make a significant difference in the world.
A Holistic Approach To Giving
Our services focus on integrating philanthropy into your overall wealth management strategy, creating a harmonious balance between growing your assets and supporting causes, all while being tax thoughtful. This approach enables you to leverage your wealth effectively to support charitable endeavors while maintaining a robust financial portfolio.
Strategic Philanthropic Tools:
Donor Advised Funds
Empower your giving in a flexible and tax-efficient way! Donate to your preferred charities for immediate tax benefits and sustained philanthropic impact, which is often made even more powerful through gifting of low-cost basis stock shares.
Charitable Remainder Annuity Trusts
Secure a stream of income and substantial tax benefits while allocating the remainder of the trust to your chosen charitable organizations.
Gifting Prior to an Exit
Strategically contribute shares or assets before a significant business event to optimize tax benefits and enhance your philanthropic outreach.
Life Insurance
Leaving a charitable benefit through a life insurance policy can be a strategic way to give in a large and meaningful way, while preserving estate liquidity for the next generation.
Philanthropic planning is not just about doing good; it can also be a strategic method to optimize your wealth picture. By integrating charitable giving into your wealth management and estate planning, you can reap substantial tax benefits, potentially reduce estate taxes, and ensure that your wealth is allocated in a manner that aligns with your values and aspirations. Our team is here to guide you through each step of your philanthropic journey, helping ensure that your contributions are not only maximizing your financial benefits but also creating a lasting impact. By aligning your wealth with your values, we help you build a legacy of positive change.
Ready to align your wealth with purpose and impact? Reach out to Park City Wealth Advisors to explore how our philanthropic planning services can help you achieve a balanced and enriching wealth landscape.
Educational Resources at Park City Wealth Advisors
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth, providing educational resources on our website to help you learn more. We invite you to browse, read, watch, download, and learn about the basics of finance and retirement. Questions? Schedule an appointment by calling or texting: (435) 500-5979 or emailing
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
