Non-Profits, Endowments, Foundations, and Trusts

Aligning Financial Stewardship with Mission

At Solano Wealth Management, we understand that communication is critical to the success of any organization. Our team works closely with trustees, executives, boards, and—in some cases—family stakeholders to ensure all financial strategies are aligned with the organization’s goals and mission. Through regular reviews and transparent collaboration, we monitor accounts to ensure adherence to investment policy guidelines and long-term sustainability.

Our Institutional Services

Investment Policy Statements

We help develop and maintain customized Investment Policy Statements (IPS) to ensure prudent, mission-aligned asset management. These policies serve as a guiding framework for decision-making and long-term planning.

Philanthropic Alignment

We help organizations and families align their financial decisions with their charitable purpose. Whether you're managing a private foundation or community fund, our approach ensures that financial strategies support and enhance your mission-driven goals.

Investment Management

As an independent fiduciary, we are not tied to specific funds, products, or managers. This gives us the flexibility to offer customized investment solutions that align with your organization’s unique needs and objectives. We focus on transparency, cost-efficiency, and long-term value.

*Neither Solano Wealth Management, nor LPL Financial offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.