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Comprehensive Wealth Management for every predictable — and unpredictable — stage in life.

Exploring charitable giving?

Today, many people are looking to make a significant social impact while preserving wealth.  To accomplish this charitable giving is a powerful investment tool. 

Gassman Financial Group team members are Chartered Advisors in Philanthropy® (CAP®s). We guide clients through an objective assessment of charitable giving opportunities and the impact of charitable giving will have on both the community and their portfolio.

Let’s discuss how we can guide your charitable giving.

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