5280 Associates

Wealth management for HNWIs near *|city|*. Tailored financial plans, tax, & giving strategies.
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Description
Serving *|city|*, 5280 Associates offers comprehensive wealth management with transparent financial advice and products. Founded in 2012 by leading Thrivent advisors, we prioritize exceptional, long-term client relationships. Our team of CERTIFIED FINANCIAL PLANNERS™ provides personalized fiduciary guidance to high-net-worth individuals and families, focusing on achieving financial goals and legacy protection.

We specialize in tax-efficient charitable planning, including donor-advised funds, charitable giving strategies, and Qualified Charitable Distributions (QCDs). Our commitment is to deliver genuine financial advice, striving to secure your financial future with personalized, detail-oriented service and aligned goals.

Categories

Services
Wealth Management, Charitable Giving Strategies, Donor-Advised Funds, Tax-Efficient Charitable Planning, investment management, estate planning

Hours of Operation
Monday 8:00 AM - 5:30 PM
Tuesday 8:00 AM - 5:30 PM
Wednesday 8:00 AM - 5:30 PM
Thursday 8:00 AM - 5:30 PM
Friday 8:00 AM - 12:00 PM

Languages Spoken
English