Monthly Archives: November 2022

Client Recognition

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!