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
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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Understanding Digital Currencies: Should You Byte on Bitcoin?
Understanding Digital Currencies: Should You Byte on Bitcoin?

Digital currencies, also known as cryptocurrencies or virtual currencies, have gained significant attention in the financial world due to their decentralized nature and technological advancements.

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Tax Planning for the 11th Hour
Tax Planning for the 11th Hour

If you are just now thinking about ways to reduce your 2024 tax bill, you’re not alone. Many taxpayers wait until they experience the sticker shock of their impending tax bill to take action.

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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.