Cornerstone NFP

Wealth Management for Not-For-Profits

We also provide wealth management services for not-for-profit organizations. We provide responsive investment strategies based on trust, service and results that can help your organization succeed in reaching its financial goals. Our services include:

  • Development and execution of investment policy statements
  • Strategies for portfolio preservation, income and growth
  • Assistance with cash flow needs

Wealth Management for Not-for-ProfitsOur not-for-profit clients include:

  • Cemeteries
  • Family Foundations
  • Ministries
  • Charities
  • Colleges & Universities
  • Service Societies
  • Maintenance Funds

Our managing partners, Joseph M. Ervolina, CWS® and Robert C. Meissner, III, CWS® have extensive knowledge and experience in assisting not-for-profits and are always available to assist you, answer your questions and discuss your needs.

Joseph M. Ervolina, CWS®
Joseph M. Ervolina

Robert C. Meissner III, CWS®
Robert C. Meissner III

Ask Why Wealth Management for Not-For-Profits Speak to an Advisor

 
5895 Goodrich Road
Clarence Center, NY 14032 
Telephone 716-406-2250
Fax 716-406-2447


Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

http://www.geneoswealth.com/assets/privacy_policy.pdf