Is Your Wealth Aligned With What Matters Most?

At ProffittGoodson, we understand that wealth isn’t the end goal: it’s a means to fulfill your purpose. You aren’t just seeking investment strategies. You’re pursuing clarity, continuity, and a deeper alignment between your values, responsibilities, and long-term vision.

Whether you’re managing a business, stewarding a family legacy, or navigating a major life transition, our approach is designed to support your unique Money Mission with intention, discipline, and perspective.

Solutions
Overview

SOLUTIONS FOR
Private Clients

SOLUTIONS FOR
NON-PROFITS

SOLUTIONS

Overview

We infuse clarifying counsel with pure financial assessment. Our recommendations are guided by the objective of supporting your long-term goals, without the influence of hidden motivations.

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SOLUTIONS FOR

Private Clients

We see beyond the portfolio. We see YOU. We utilize disciplined investing to achieve each clients’ Individual money mission and provide reassurance and continuity for our clients’ legacies.

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SOLUTIONS FOR

Non-Profits

With over three decades of experience, we've honed our expertise in managing funds for nonprofits, blending institutional insight with grassroots dedication.

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 News & Articles

News and Articles
Stocks Rise, Yields Roar
Stocks Rise, Yields Roar

Since bottoming on April 8th amid tariff-induced uncertainty, the stock market has mounted a robust rally, fueled by renewed investor confidence and resilient corporate earnings. In contrast, the bond market has remained volatile, burdened by concerns over U.S. fiscal sustainability and uncertain monetary policy.

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The One Big, Beautiful Bill
The One Big, Beautiful Bill

On May 22, the House of Representatives passed a major tax bill called “The One Big, Beautiful Bill.” The goal is to extend and expand specific provisions of the Tax Cuts and Jobs Act (TCJA), which are set to expire at the end of the year. The bill provides a clearer view of potential tax changes.

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This Isn’t New: Understanding the Market Correction
This Isn’t New: Understanding the Market Correction

After a strong start to the year, markets took a step back in February and March. Global stocks returned -1.3% for the quarter, while the S&P 500—led by a pullback in tech—fell 4.3%. From its recent peak, the S&P 500 declined over 10%, entering correction territory.

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BeginYour Journey

We invite you to start a conversation with a team that understands the nuances of your wealth and the purpose behind it. Your Money Mission deserves clarity, discipline, and trusted partnership.

Welcome to our Wealth Journal

Join Our Wealth Journal for monthly financial market perspectives and wealth management insights from our team of experts.