Broker Check

Our Philanthropy & Community Service

Worthy Causes We've Worked With 

Philanthropy can enrich the soul.

Many individuals support great causes with both time and money. We partner with many organizations with a commitment of both time and money. Our goal is to give back to organizations and develope long lasting relationships  to make our community better.

As financial professionals we show investors more impactfull ways to donate to their favorite organizations. We realize that there can be an emotional attachment to many organizations that have helped them or their family through tough times. We work to make a lasting legacy that can benefit those specific organizations for decades to come.

As a team we take part in donating and volunteering for a variety of worthy causes in hopes to effect change a positive growth in our community.

See some of the organizations we support.

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Investment Services LLC or its affiliates.  Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.


Northeast Kidney Foundation

Northeast Kidney Foundation

The Northeast Kidney Foundation is a voluntary health organization dedicated to preventing kidney disease and enhancing the lives of all those affected.  Formed in 1972 as a philanthropic gift of Edwin and Rhoda Sperber, the Foundation provides services to patients, family members, the general public and clinical and academic professionals throughout the Northeast.  

The mission of the Northeast Kidney Foundation is to improve the quality of life of those affected by kidney disease and related conditions through early identification, intervention, prevention and support services; to promote organ donation; and to empower those we serve to be an effective voice for better healthcare at the local, state and federal levels.

Your support of the Northeast Kidney Foundation provides vital funding for patient and family services; patient, public and clinical education; local research programs; and healthcare advocacy.  The work of the Northeast Kidney Foundation is funded entirely by public contributions.Please consider joining our efforts!  

For information regarding our programs and services, please call (518) 533-7880 or (800) 999-9697 or email

Ronald McDonald House Charities 
of the Capital Region

Ronald McDonald House Charities  of the Capital Region

Since 1982, the Albany Ronald McDonald House has served more than 17,000 families from across the country and around the world. The House is the cornerstone of RMHC of the Capital Region, providing a home away from home — free of charge — for families with children facing serious medical issues. Staffed primarily by volunteers and supported entirely by generous donors, the Ronald McDonald House offers much more than home-cooked meals and a comfortable place to stay. We help families face the burdens of childhood illness in a loving, compassionate environment where they can rest without having to worry about anything but their child’s recovery. At “House That Love Built,” children and families get better together.

Charitable Relationships

Charitable Gifting

ILIT Irrevocable Life Insurance Trusts

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  518-724-5004