Happy Holidays from Cahaba Wealth Management! This season, we like to reflect on how fortunate we are to work with clients who help us live our firm’s mission and values. This year, we would like to specifically applaud the generosity of our clients.
So far in 2022, we have sent out more than 200 separate Qualified Charitable Distributions from client IRAs, representing gifts approaching $1 million. We have also assisted clients with donating close to $3.5 million worth of highly appreciated securities into Charitable Donor Advised Funds. This is in addition to any personal charitable donations our clients make.
As our core values state, “Giving back matters. We invest in the communities where we live”. We are extremely proud to work with many clients who value the same.
We wish you and your families a safe and happy holiday as we continue to serve!
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Cahaba Wealth Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Cahaba Wealth Management is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Content should not be construed as personalized investment advice. The opinions in this materials are for general information, and not intended to provide specific investment advice or recommendations for an individual. Content should not be regarded as a complete analysis of the subjects discussed. To determine which investment(s) may be appropriate for you, consult your financial advisor.