Broker Check

We are involved, as a firm, in the causes and charitable efforts that are most important to our clients. In the course of our planning, our clients have identified ministries, charities and organizations that they support financially and/or as a volunteer. These are given a high priority as part of our organization’s efforts to “give back” to our community at large.

Please click on the organization's logo or name to visit their website. Some of our involvement includes:

Auo Angels (Bellevue, WA)

Au†o Angels is an all-volunteer ministry committed to meeting the transportation needs for those unable to meet those needs themselves within the BelPres Community and several affiliated nonprofit organizations. This includes low-cost repairs, distribution of donated cars, and mentoring youth about automobile safety and maintenance. Once each year Au†o Angels sponsors a Car Show fundraiser to help cover the costs of their programs.

We are an annual benefit Car Show sponsor.

Community Health Care of Pierce County

Community Health Care's mission is to "Provide the highest quality health care with compassionate and accessible service for all." No one is denied care due to an inability to pay. Services are provided through Family Medical and Dental Clinics at the Hilltop Regional Health Center in Tacoma as well as clinics in Spanaway, Parkland, and Lakewood.

We provide ongoing support and were a "Founder" in the Patient Care Fund.

Covenant Living at the Shores

Covenant Living at the Shores is an outstanding retirement community on Mercer Island and part of the nationwide Covenant Living community. As part of their mission of service to older adults, they established the Benevolent Care Fund which "helps [their] community members who have been good financial stewards, yet have outlived their resources and can no longer afford the services or care they need."

We are a Partner Gold Sponsor for their annual Benevolent Care Celebration in 2024, a benefit event exclusively for their Fund.

Eastside Friends of Seniors

Eastside Friends of Seniors is a dedicated team of trained volunteers and professionals providing vital support and assistance to seniors facing the challenges of aging. They value working with compassion, excellence, integrity, and dignity. Provided services include transportation to medical appointments, shopping and errands, home and yard chores, and offering information and referrals.

We are annual sponsors of events, such as their fall fundraiser, where we were the presenting sponsor in 2021, 2022, and 2023.

Jubilee REACH

Jubilee REACH focuses to "bring healing, build community, and transform lives of students and families in Bellevue."  Their efforts and impact are apparent in four pillars: public schools, the Jubilee REACH Center, the Jubilee REACH Thrift Store, and community building events. REACH stands for Relationship, Education, Assistance, Community, and Hospitality.

We were a Silver Fir Tree sponsor for their 10th annual Festival of Trees in 2023.

LifeWire (formerly Eastside Domestic Violence Program)

LifeWire, since 1982, serves north and east King County providing support for victims of domestic violence including a 24-hour help line, legal advocacy, counseling services, and a “safe” shelter. They also promote healthy relationships with ongoing community education as they partner with local high schools and Bellevue College.

We provide ongoing support and are a key sponsor of the World of Hope Gala and Auction.

Marketplace Connections (Bellevue, WA)

MPC exists to foster a network of professionals in the Seattle area and ultimately around the world. They focus on authentic conversations stemming from struggles and joys experienced in the workplace centered around God, honoring the spiritual component of life, and drawing strength from our Creator.

We provide ongoing support.

PSO Bluebills (formerly Boeing Bluebills)

In 2018, the Olympic Peninsula Boeing Bluebills merged with the Peninsula Support Organization (PSO). PSO Bluebills is a Boeing supported group of Boeing Retirees, spouses, and other volunteers. Their purpose is to improve the quality of life for members of the communities that they serve. The support comes in many forms including providing food and other essentials while also supporting advocacy services to crime victims and Science, Technology, Engineering and Mathematics (STEM) in grades K-12.

We are an ongoing platinum sponsor of the annual Charity Golf Tournament (Port Townsend, WA) to help fund Dove House. This support program assists families of domestic violence and sexual assault and provides goods and furniture for families.

Seattle Seafair Clowns

The Seattle Seafair Clowns Organization entertains thousands of people at neighborhood parades and festivals and are an integral part of Seattle’s Seafair Celebration for over 50 years. They are Seattle’s “Year-round Seafair Ambassadors”. They visit nursing homes, hospitals, and care centers throughout the Puget Sound Region. Their travel takes them throughout Washington, Oregon, British Columbia, and Mexico, as well.

We provide ongoing support.

Treasures of Africa KIDZ

TOA KIDZ is a ministry to AIDS orphans and vulnerable children in East Africa. Located in Moshi, Tanzania, they provide loving care, nutritious food, and a bilingual education in a Christian family environment.

We provide ongoing support.

Union Gospel Mission (Seattle, WA)

Seattle’s Union Gospel Mission provides emergency care and long-term recovery services to hurting and homeless people in the Greater Seattle Area. Services provided include hot meals, safe shelter, and other essentials to provide for a person's basic needs. Their mission "is to bring the love of Jesus and hope for a new life to our homeless neighbors."

We provide ongoing support.

Please Note:  The information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website.  When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking. The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.