We have been acquainted with [FaithWise Advisors] and its predecessor entities for more than 25 years. After a career of management consulting and building small businesses, we set a goal of working with charitable and Christian-focused organizations.
When we sold our primary business in 1998, funds were generated that required management different from that in our entrepreneurial endeavors. We set a goal of spending up to 25 percent of our time and resources on community and Christian service.
Then we searched for experienced investment advisors, preferably with a portfolio of funds under management. We needed investment portfolio advice regarding intermediate and long-term investments. The primary focus would be on meeting retirement needs and giving support for service activity.
Being familiar with [FaithWise Advisors] leadership, we found what we were looking for:
- Assistance consistent with Christian principles.
- Experienced investment advisors knowledgeable in broader financial markets than our entrepreneurial focus.
- Understanding our goal of supporting Christian service.
In more than 25 years of service, [FaithWise Advisors] has helped us establish a Charitable Remainder Unitrust to provide living funds and funds for those we serve. Also, trusts were created to support our grandchildren’s higher education. A special blessing from our work with [FaithWise Advisors] was an introduction to the work of Fuller Seminary, which we could support through scholarships.
We thank the caring staff at [FaithWise Advisors] for our long and confident years of service.
Frank and Till Tranzow
FaithWise Advisors has neither directly nor indirectly compensated any of these clients for their testimonial. This is provided for informational purposes only and should not be considered a representation of the opinion of all our clients.