Helping Others

Client Centered

Helping others is one of our core values.  While Professional Wealth Associates exists to help our clients develop and execute financial plans in an effort to reach their goals, helping others is a term that extends well past what we do everyday for our clients. Some of the causes supported by the firm and our associates include:

Soundview Pregnancy Services

St. Jude Children's Hospital

Northern Frontier Boys Camp

St. Baldrick's Foundation

Leukemia & Lymphoma Society

National Multiple Sclerosis Society

Wounded Warriors

American Cancer Society

The Breast Cancer Research Foundation

Tay-Sachs & Allied Diseases Association


Gbargna Lutheran Mission Project

Lighthouse Mission

Team 94

Autism Speaks

Additionally, Professional Wealth Associates has relationships with life insurance providers that offer to match a portion of the client's death benefit,  payble to the charitable organization of the client's choosing when the time comes.  This concept ensures you leave the legacy you intended.  

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