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Presidio Wealth Management strongly believes in charitable giving. We feel we have a moral duty to use what we have to help others.  Having the power to improve the lives of others is a privilege and by giving back, our lives can be happier and more fullfilled.

Presidio Wealth Management donates to several charites but we want to hightlight the following two charities which were started by our clients that are near and dear to us. 

Shamba Foundation

Shamba Foundation

Nourishing, educating, and empowering the children of Kenya

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Warrior Rizen Foundation

Warrior Rizen Foundation

This special non-profit organization helps veterans and their families from all across the U.S.

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Aligning our values with those of our clients

From a financial standpoint, charitable giving can be an important part of your tax, estate, and financial planning.  Let us help you not only support a cause close to your heart but also take advantage of the tax benefits. We can help you identify charitable tax-saving strategies you may not know about. Consider contributing appreciated assets like stocks, not just cash.  We also have helped many of our clients set up their own charity and foundation accounts.