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Financial Planning For Organizations

Platinum Bridge Wealth Strategies partners with several for-profit and nonprofit  entities to help them develop a financial strategy aligned with their organization’s short and long-term goals. 

  • We begin by working with your team to deeply understand the unique needs and culture of your organization.  We then draft a customized and comprehensive Investment Policy Statement to help your organization maximize your financial resources and ensure that your board members and management team are meeting your fiduciary obligation to your stakeholders.
  • Once the Investment Policy is in place, we execute the investment strategy for the organization and meet regularly with the board to monitor progress toward your organization’s financial goals.

Our process is as follows: