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Philanthropy + Marketing Solutions for the Wealth Industry.

Benevolus Wealth empowers wealth advisors, RIAs (registered investment advisors), and wealth management firms with strategic, outsourced support in philanthropy, marketing, branding, and business development. Our expert team bridges the gap for firms that lack in-house resources, allowing you to elevate your client offerings and grow your business with confidence.

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Today’s high-net-worth and ultra-high-net-worth clients practice philanthropy and require holistic wealth management planning that incorporates charitable giving. We train and position you to meet your clients’ philanthropic goals while helping you market your business to increase revenue and strengthen client relationships. ​

Tailored Solutions for Wealth Advisors, RIAs, and Wealth Management Firms

Customized Training

Customized training on charitable giving vehicles, trends, and philanthropic marketing to enhance business development efforts and improve client conversations.​

Marketing and Communications

Tailored go-to-market strategy designed to seamlessly integrate philanthropy into your business and align philanthropy with business goals to drive revenue growth.​

A Client Strategy

A client strategy to address attrition and build client "stickiness".

Our 3-Step Approach

With over 40 years of combined philanthropy and marketing experience, our approach is holistic, providing you the expertise you need to provide superior service, attract quality clients, and cultivate loyalty. ​​

Assess and Audit

Assess and audit existing philanthropy and marketing programs​

Develop a GTM Strategy

Develop a roadmap to seamlessly integrate philanthropy into your business and align philanthropy with business goals to drive revenue growth​

Measure Impact

Measure impact of philanthropy and marketing on business development

Examples of Client Deliverables

Integrated Marketing and Philanthropy Strategy

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Customized Training

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Program Reporting and Metrics

Philanthropy Client Profile

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​​Potential Philanthropy Prospect List (from your existing contacts)

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Templates: Success Story and Marketing Collateral (in your branding)

Benevolus Wealth Blog

At Benevolus Wealth, we believe that sharing knowledge leads to empowerment. We hope our insights inspire wealth advisors, RIAs, and wealth management firms to turn their ideas of philanthropy and marketing into well-thought-out strategic plans with measurable milestones. Sign up for our blog!

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The Philosophy Behind Benevolus Wealth

Benevolus (beh-NEH-vo-lus) adjective: Latin word meaning well-wishing, kind, benevolent, or friendly.  

Benevolus Wealth is rooted in the act of benevolence as a driver of success. By helping you identify and create smart actionable philanthropy solutions for your clients, we empower you to turn philanthropy into a strategic advantage to grow your business by:

  • strengthening client relationships
  • helping clients preserve wealth
  • build lasting legacies

Partner with us to elevate your firm's impact, enhance client engagement, and drive sustainable success.

Architects of Impact & Strategy

At Benevolus Wealth, we empower wealth advisors, RIAs, and wealth management firms with outsourced expertise in philanthropy, marketing, brand strategy, and business development. Our elite team works with clients to provide tailored solutions are aligned philanthropy and marketing with business goals. Explore how we can elevate your firm’s impact and growth.

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Dorothy Stuehmke, MPA, CAP®, IPA​

  • Philanthropy expert, and former U.S. Diplomat with 25+ years of experience guiding Foundations, Philanthropists, Wealth Advisors, and Nonprofits.​
  • Teach Impact Philanthropy Advisory (IPA) Certificate Program to Wealth Advisors, Nonprofit Executive Staff.​
  • Philanthropy Leader at Citigroup: ​
    • Private Bank - built private label DAF and expanded Philanthropic Advisory services across private wealth business.​
    • Citi Foundation - partnered with 150+ nonprofits across 85+ countries to deliver $40 MM in annual programs.
Connect with me on LinkedIn. ​
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Nancy Wu, MBA

20 years of experience leading marketing, brand, and business development for firms such as EY, PwC, and FTI Consulting.​
  • Scaled and built a marketing and business development function from ground up, delivering over 90% increase in firm revenue and an average of 52% increase in revenue per client professional.​
  • Achieved a 12.9% revenue increase in 10 months for a wealth advisor at a major wealth management firm.
Connect with me on LinkedIn.

​Disclaimer: Past performance is no guarantee of future results.

Connect With Benevolus Wealth

Have questions about our philanthropic and marketing solutions for wealth management firms? Fill out the form below to start a conversation about how we can help your business grow its impact and brand presence.