True wealth is not only measured by financial success, but by the impact we make in the lives of others. This special client event brought our community together to serve, give back, and make a meaningful difference.
On March 27, 2026, our clients and team came together for a hands-on volunteer experience at the Tarrant Area Food Bank.
Working side by side, we supported an organization dedicated to fighting hunger and serving families across North Texas.
During our time in the Quality Control area, volunteers helped sort, inspect, and repack donated food to ensure it is safe and ready for distribution to those in need.
The Tarrant Area Food Bank plays a critical role in supporting individuals and families facing food insecurity, including children, seniors, and those experiencing hardship.
Every hour volunteered helps provide meals to people who need them most, contributing to a mission that delivers millions of meals across the region each year.
By participating in events like this, our clients and team are helping create real, tangible impact… one box, one meal, and one family at a time.
From teamwork and laughter to focused effort and shared purpose, these photos capture what makes our community so special.
We’re grateful to everyone who joined us, and proud of what we accomplished together.
“Our mission has always been about more than financial planning. It’s about helping people live meaningful lives. Giving back as a community is a reflection of that mission in action.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
We regularly host client-exclusive events focused on education, connection, and giving back. If you’d like to be part of future experiences like this, we’d love to welcome you!
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