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Nonprofit Institutional Services

Concierge Financial Services.

Wealth Management Lexington Kentucky

NONPROFIT INSTITUTIONAL SERVICES:

WealthSouth Institutional Services delivers custom solutions through a team approach. Our local, experienced team works with our clients to enhance their financial position by aligning their investment goals with their spending needs.  We then work to create administrative efficiencies and better development outreach to facilitate our clients’ goal to serve their organizations’ individual missions. See more on our Frequently Asked Questions page.

Launching or Enhancing a Planned Giving Program

Join us for our sponsored webinar with Jeremy Pharr of Thompson & Associates, a partner of KNN member Ashley | Rountree & Associates, for a look at the importance and relevancy of a planned giving program during these times.
Concierge Financial Services.