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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