Kochis Fitz Marks 15th Anniversary with Grants to Charities Esteemed Wealth Management Firm Makes Grants at October 18th Event at SF’s Asian Art Museum

Share Article

Kochis Fitz Marks 15th Anniversary with Grants to Charities. Esteemed Wealth Management Firm Makes Grants at October 18th Event at SF’s Asian Art Museum

Kochis Fitz ( http://www.KochisFitz.com ) the leading independent wealth management firm and one of the Bay Area’s most senior, will celebrate its 15th Anniversary on Wednesday, October 18 by giving back to the community that has fostered its growth. From 6:30pm ‘til 9:30pm that evening, at a gala party for its clients and friends at San Francisco’s Asian Art Museum ( 200 Larkin Street, SF) Kochis Fitz will gift 15 nonprofit charities with 15 grants of $ 1500 each and one grant of $ 15,000.

"In celebration of our 15th Anniversary, we asked our clients to submit names of charities to receive fifteen $1,500 donations and one major donation of $15,000," said Tim Kochis, Chief Executive Officer of Kochis Fitz. "The recipients of the donations, reflecting support of the arts, education, health, human services, and the environment, will be announced at the event; additional donations may be announced as well. This gives Kochis Fitz an opportunity to honor our clients and to give back to the broader communities in which we live and work."

Kochis Fitz is a Registered Investment Advisor providing comprehensive wealth management services to corporate executives, professionals, business owners and other individuals of substantial income or assets. It is one of the oldest independent wealth managers in the Bay Area. A rarity in the field, the esteemed company has experienced no turnover among its professional staff and is managed by some of the nation's most respected wealth managers. The principals of Kochis Fitz have more than 140 years combined experience. The firm’s compensation comes exclusively from investment management and financial planning consulting fees. Kochi Fitz sell no products, receive no commissions, and operates only on its clients' behalf with no bias or conflict of interest. Kochis Fitz also actively leads industry organizations worldwide and designs and conducts educational programs to advance the wealth management profession.

"At Kochis Fitz we are dedicated to designing and delivering superior personal wealth strategies that capture the trust, loyalty, and admiration of our clients, employees, and professional peers," said Kochis. "Our mission is to enrich our clients with ‘best in class’ financial planning and superior investment performance. We are passionate about what we do and proud to celebrate this historic milestone in the life of our company by giving back to a community that has nurtured us."

Kochis Fitz has offices in San Francisco and Palo Alto.

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

David Perry
Visit website