Philanthropy + Marketing Solutions for the Wealth Industry
Benevolus Wealth empowers wealth advisors, registered investment advisors (RIAs), and wealth management firms with strategic, outsourced support in philanthropy, marketing, branding, and business development. Our expert team bridges the gap for firms that lack in-house resources, allowing you to elevate your client offerings and grow your business with confidence.
Tailored Solutions for Wealth Advisors, RIAs, and Wealth Management Firms.
Today’s high-net-worth and ultra-high-net-worth clients practice philanthropy and require holistic wealth management planning that incorporates charitable giving. We train and position you to meet your clients’ philanthropic goals while helping you market your business to increase revenue and strengthen client relationships.
Our 3-Step Approach
With over 40 years of combined philanthropy and marketing experience, our approach is holistic, providing you the expertise you need to provide superior service, attract quality clients, and cultivate loyalty.
Examples of Client Deliverables
Architects of Impact and Business Strategy.
At Benevolus Wealth, we empower wealth advisors, RIAs, and wealth management firms with outsourced expertise in philanthropy, marketing, brand strategy, and business development. Our elite team works with clients to provide tailored solutions aligning philanthropy and marketing with business goals. Explore how we can elevate your firm’s impact and growth.
Dorothy Stuehmke, MPA, CAP®, IPA
Philanthropy expert and former U.S. Diplomat with 25+ years of expertise guiding foundations, philanthropists, wealth advisors and nonprofits.
Teach Impact Philanthropy Advisory (IPA) Certificate Program to wealth advisors and nonprofit executive staff.
Philanthropy Leader at Citigroup
Private Bank - built private label DAF and expanded Philanthropic Advisory services across the private wealth business.
Citi Foundation - partnered with 150+ nonprofits across 85+ countries to deliver $40M in annual programs.
Connect with Dorothy on LinkedIn
Nancy Wu, MBA
20 years of experience leading marketing, brand, and business development for firms such as EY, PwC, and FTI Consulting
Scaled and built a marketing and business development function from ground up, delivering over 90% increase in firm revenue and an average of 52% increase in revenue per client professional.
Achieved a 12.9% increase in 10 months for a wealth advisor at a major wealth management firm.
Disclaimer: Past performance is no guarantee for future results.
Connect with me on LinkedIn.
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