Philanthropy – Yours and Ours


In the course of learning our clients’ deepest desires, we often discover charitable intentions. Their family may come first, but giving back to their community is often a consideration.


At Uhler and Vertich Financial Planners, we take the time to learn about those desires and then assist in designing a plan that can bring those wishes to reality, taking family, income and estate taxes, investments and many other factors into account. Our deep understanding of you is what makes that possible.


We’ll offer advice on the range of charitable planning options available and guide you to the most beneficial strategies for you, your family and the organizations you care about.


Uhler and Vertich Financial Planners shares the philanthropic spirit of our clients. We feel we should repay the community for contributing to our success. We give generously to many local organizations that benefit those less fortunate and support the arts and education. Our staff joins us in giving our money, our time and our talent.


Uhler and Vertich Financial Planners strongly supports the United Way of Lee Hendry Glades & Okeechobee, the Southwest Florida Symphony Orchestra, the Sanibel-Captiva Conservation Foundation, Habitat for Humanity of Lee County, the Boy Scouts of America, Florida Cancer Specialists Foundation, Kiwanis and many others.


Our team sponsors and participates in school backpack and family feeding programs, and our clients join us in staffing food distribution events.


Our clients tell us that their lives are richer because of the charitable guidance we provide. Ask about how we can assist you in making the world a better place!
Tom Makes United Way Goal!


Packing Backpacks
Tom receives Red Cross Legacy Award
Dunked for United Way!

Raymond James is not affiliated with any of the above listed organizations.

1510 Royal Palm Square Blvd. Suite 103
Fort Myers, FL   33919
Phone (239) 936-6300    Fax (239) 936-0780
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