Stories

Proper preparation can make succession planning simple.

Simple strategies to give charitably in volatile times.

Maximizing giving in tax-advantaged ways.

Advisor profile

As a certified financial planner and client advisor at CooksonPeirce, Katharine Perry knows her way around a stock portfolio. She also knows what makes people tick. Her training in psychology and social work gives her insight into the deeply personal ways people approach financial matters and charitable giving. In this Q&A, we learn more about what motivates her as a wealth advisor.

Advisor profile: When a client family asked for help giving away wealth instead of building more, a financial advisor changed culture of his firm to embrace community foundation philanthropy.

Moved to act by a brother lost in childhood, financial advisor James “Jim” Beck embraces medical research philanthropy.

Two women in fields traditionally dominated by men build a powerful philanthropic legacy.

Philanthropy and community are at the heart of Beaver County firm

An advisor helps clients maximize their good fortunes for the good of others.