aligning wealth with purpose

At Giving Tree, we believe in planning beyond spending, saving, and investing. We start by redefining goals beyond old world views of income and an eventual “retirement”.  We move planning beyond the head and towards the heart. We move wealth beyond lifestyle and consumerism towards a purpose-driven life.

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OUR PHILOSOPHY

so much more than money

Well-managed wealth can provide for a lifetime; often many.  When we take the time to align “purpose” with wealth, it can provide us with so much more than simply money.

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