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Foundation Source is the nation`s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools. Now in our third decade, Foundation Source provides its services to more than 1,700 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
Wealth Distribution Strategies are independent financial advisors in Verona Wisconsin helping client develop a financial strategy.
CareCredit is a Costa Mesa, CA-based company in the Financial Services sector.
Szarka Financial Management is a North Olmsted, OH-based company in the Financial Services sector.
Windham Capital Management is a Boston, MA-based company in the Financial Services sector.