FOUNDATIONS


At Warren Averett Wealth Management, we offer a range of solutions tailored specifically to the needs of your foundation. We get to know you and the purpose, charter and goals of your foundation to develop a comprehensive plan that meets those goals. Our team of professionals has the expertise required to address the unique investment needs of foundations and utilizes a disciplined investment strategy to ensure the quality of the investments we recommend.

Click on the questions below to find out more.

Are your foundation’s investments in line with the goals established in the charter?

Investment Planning Solutions
Our professionals offer investment planning solutions that are aligned with your foundation’s goals by getting to know you, and your foundation and by creating a unique investment plan. No matter what your foundation’s goals may be, we can help ensure they are met in the most tax advantageous way, while also minimizing expenses and risks. If you’d like to know more about our planning approach, click here to read more.

Are your foundation’s investments optimized for long term viability?

Sustainability Planning Solutions
We understand how important your foundation is and how vital its long term viability is to you and those individuals and organizations the foundation helps. Our wealth management professionals review the financials of the foundation and perform a break-even analysis based on cash flow. Then we can determine the best investment strategy for long term sustainability of the foundation to help meet its charter.

Does your current financial advisor handle administrative responsibilities for your foundation?

Administrative Solutions
At Warren Averett Wealth Management, we offer unique administrative solutions for your foundation. Our professionals can handle responsibilities like check writing, director compensation, and grants; we can also facilitate registered agent services. We also work collaboratively with Warren, Averett, Kimbrough & Marino to execute all regulatory tax filings. Since this work is handled all in one location, it helps ensure accuracy and the process is expedited and handled by experts who understand the unique filing requirements for foundations.

To see a complete list of services we can offer your foundation, click here.

We have experience handling the financial needs of foundations and would appreciate the opportunity to bid on your foundation’s investment and accounting services. Contact our experienced financial advisors at (205) 979.4100 to learn more.