Giving Back to the causes that count

Just as we’re passionate about helping our clients invest in their futures, our team also shares a passion to invest in the future of our communities by supporting charitable causes with the power to make a meaningful difference.

29 Palms’ Toys for Tots drive 

Run by the United States Marine Corps Reserve, Toys for Tots distributes toys to less fortunate children whose parents cannot afford to buy Christmas gifts.

Every year, our team helps play a part in collecting new, unwrapped toys during the winter months in collaboration with 29 Palms – the largest United States Marine Corps base. We celebrate an evening of festivities with our local marines and our clients as we gather gifts for children in need.

If you’re interested in supporting our efforts or getting involved directly, we invite you to donate toys or make a monetary donation on the approach to the holiday season.