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NONPROFITS &#38; FOUNDATIONS<br/>EMPOWERING YOUR MISSION

NONPROFITS & FOUNDATIONS
EMPOWERING YOUR MISSION

You’re committed to creating lasting change. Every
decision you make today strives to ensure that your organization
can continue its mission for years to come. Balancing
immediate impact with long-term sustainability is no
easy task. At BrookBridge Private Wealth, we
understand the unique financial landscape nonprofit
organizations and foundations navigate and the
importance of responsible stewardship. In partnership
with LPL Private Wealth, with over $1.9 trillion in assets¹,
we provide the strength, stability, and resources that strive to help
you grow your endowment and ensure the sustainability
of your mission.


¹ LPL Financial, all data as of June 30, 2025. The term “advisors” includes registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

Services We offer

Your mission drives everything you do, and we’re here to support it. From managing investments and planning for long-term giving to engaging families and stewarding your legacy, our services are designed with a goal to help you manage your impact and sustain it for generations to come.


LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Investment Management

Investment Management

Philanthropic Planning

Philanthropic Planning

Estate Planning Strategies

Estate Planning Strategies

Family Engagement<br/>&#38; Learning

Family Engagement
& Learning

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