The relationship between clients and their financial advisors is an enduring one, built on mutual understanding, respect, integrity and proven investment expertise.
The Community Foundation Martin – St. Lucie honors this relationship and offers financial advisors an opportunity to expand their options in charitable giving on their clients’ behalf. Working with TCFMSL, professional advisors continue to take the lead in communicating with their clients and directing their clients’ investments.
TCFMSL, with more than three decades in charitable giving, understands that each advisor-client relationship is unique. The value-added services of TCFMSL are structured to meet individualized advisor-client goals and needs.