Our vision is to use our time, talents, experience and expertise to make a positive impact on the lives of our clients, our community and each other.
Utilizing a team-based approach, our organization is structured to provide valuable services to three separate and distinct client profiles: pre-retirees and retirees, high-net-worth individuals, and institutions such as endowments, foundations, and retirement plans. To better address the respective and unique concerns of each client type, Caritas Financial has dedicated resources across three different divisions of the organization: Retirement Services, Private Wealth Services, and Institutional Services.
Retirement Services: For individuals nearing retirement or living in retirement, the experienced retirement planning professionals at Caritas Financial provide guidance for developing strategies that seek to provide reliable retirement income.
Our mission is to help our clients live a full, comfortable and purposeful life in retirement
Private Wealth Services: For busy corporate executives, business owners, and high-net-worth individuals with complex wealth management concerns, the Private Wealth Advisors at Caritas Financial use their in-depth knowledge and extensive experience to work through sophisticated wealth management concepts that seek to either help build or to help preserve wealth.
Our mission is to coordinate complex financial concerns so individuals and families can focus on enjoying the freedom to pursue their ambition in life.
Institutional Services: For board members, trustees, and/or stewards of a nonprofit organization or retirement plan, the Private Wealth Advisors and Institutional Consultants at Caritas Financial have the academic training and real-world experience necessary to educate on the responsibilities of today's fiduciaries.
Our mission is to advance the strategic intent of our institutional clients by helping them understand and address their responsibilities as fiduciaries.