Here at AO Wealth, we live by the philosophy of Earn. Invest. Give. With the holidays quickly approaching, many people are looking to give to charities, families, and organizations that they are passionate about. Keep reading to find out some of the ways you can start the giving process. 

Donating for the Holidays | Getting Started

Every individual and family will experience different things in life and connect with different people, meaning that the organizations and causes that make an impact on them will be different as well. 

It is important to research the places you are interested in donating to this holiday season to ensure the placement of your donation and that is going towards the individuals and cause you are looking to support. 

Some of the places we typically suggest to start at would be Community Foundation, Donor-advised funds, and Guidestar.

>> Related: Check out Our Approach<<

Earn. Invest. Give

Here at AO Wealth Advisory, we go by the philosophy of “Earn. Invest. Give.” In simplest terms, this message focuses on taking the money that has been earned throughout the year, investing it in places that will bring you the most benefit and work with YOUR financial plan, and then finding a way to give back in a way that is meaningful to you.  

It’s our mission to guide every client on a path to earning, investing, and giving. 

>> Related: Meet Our Team <<

Merry Christmas from AO Wealth Advisory

Growing up with different childhood experiences our team members all share fond memories of the Christmas season and look forward to different traditions every year.  

Adam and his family love to bring back the tradition of eating ham balls for their Christmas meal, a food that is considered a staple to many Iowans.  Another staple in Adam’s family is that gifts from Santa were to be left unwrapped under the tree on Christmas morning to be discovered.

Eric and his family have a Christmas tradition of him reading the Christmas story in Luke: 2 to his children after the open gifts from Santa. It has been a tradition since his children were very young and hope that it continues. 

From as early as he can remember, Dayson and his family would make sour cream sugar cookies to enjoy together around the Christmas season with their Grandmother. This process is known to take multiple days, and his family enjoys seeing how many people each year can gather to be a part of the tradition. 

From our AO Wealth Advisory Family to yours, we wish you a very Merry Christmas. 

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With AO Wealth, we want to make sure you have someone who can help you help yourself to stay accountable and consistent. Our online portal allows you to see your goal in progress and where your finances are in your stage. Money and spending can sometimes feel like it's hard to visualize and manage, so this is a great tool to let you remember your goals, where you started, and where you are headed. 

Advisory services are offered through A.O. Wealth Advisory, LLC, a registered investment adviser.