Change The Rules

Episode 25 - Impactful Investing in Philanthropy

Episode Summary

On today’s episode of Change The Rules, we welcome the CEO and founder of Proper Wealth Management, a boutique weather management and investment advisory firm dedicated to creating dynamic strategies designed to create bigger legacies and empower clients to donate to the charities and causes that matter to them. Jared is passionate about figuring what the right moves for each, unique client case, especially when it comes to impact investing. Between personal portfolios, estate planning, tax savings, and philanthropy, each different and unique conversation that Jared has with clients shapes his perspective on the overlap of profitable financial returns and social impact. Listen to this week’s podcast to learn about the effects of deploying capital in low-income communities, underdeveloped regions, investing in companies with a social impact model, or organizations with powerful missions.