Non-Profit and Endowments

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- Harkness Financial

asnv-6

Home
About Us
Our Services
Resources
Account Access
Contact Us
- Pacific Private Wealth
- Harkness Financial

Nonprofit & Endowments

Executives and boards direct operations, guide future growth, and provide financial oversight.
To support the latter, together, we can review and implement a sound Investment Policy Statement,
refine investment strategies, and align endowment management with fundraising goals and efforts.

Photos by Mike Hupp. To see images in their purest form, visit Dawn Patrol Images – www.dawnpatrolimages.com.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, HI, ID, MA, MD, MT, NC, NV, NY, OK, OR, TX, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The Financial Professionals of Pacific Private Wealth Services are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

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Pacific Private Wealth Services 208 South Street, Yreka, CA 96097 | P530.842.6669