About
How it started
I've worked in wealth management since 2012, including eight years at three of the largest firms in the country. Over that time, I helped about five hundred families through some of the biggest decisions of their lives, like when to retire, whether to keep the house, and how to pay for college.
In 2025, the company I was working for cut my entire department. They later asked me to come back, but I had to say no because my wife had been diagnosed with cancer and I needed to be home with her (I'm happy to say she's now in remission!).
It was a hard year, but that time at home gave me room to think about starting my own practice. For years, I'd listened to clients tell me what they liked and what they didn't, and because I've been coding since I was a kid, I knew I could build my own planning platform around that feedback.
Those conversations taught me something else, too: working families are much more generous than you might think, but giving is harder than it looks. It's hard to know how much you can afford to give, which charities will actually put the money to good use, and how to give without missing out on tax savings. Meanwhile, the number of donors has dropped every year since 2021, leaving nonprofits more and more dependent on a smaller group of big donors. I wanted to help change that, so I decided to build a firm where simply being a client makes you part of the giving, automatically and at no extra cost.
By the end of 2025, all of that came down to four things I wanted to do.
That's when Shared Prosperity Group stopped being just an idea.
How the giving works
Building generosity into a business is easier said than done in a highly regulated industry. There were four things I had to get right first.
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No cost to clients
The giving comes out of what we already earn, not out of a higher fee.
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Revenue, not profit
Profit is a number a business can shape. Revenue isn't, so the giving can't be quietly shrunk.
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Affordable in a bad year
Whatever the number, we have to be able to pay it when revenue drops.
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Sent where it's needed most
We give to smaller nonprofits doing work that investors won't fund and government budgets don't reach.
After a lot of math and a lot of time with attorneys, we landed on ten percent of our revenue. We can afford it because the firm runs lean: technology makes a practice like this far cheaper to run than it once was, and we save even more by building our own planning software instead of licensing it.
Who gets it
The money goes to nonprofits in six areas, from health and education to the environment. We built a process for choosing each nonprofit, and every grant is posted on our Uplift page the month we make it, showing who got the money, how much, and why we chose them.
Meet Allison
Allison spent fifteen years at Travel Oregon, building partnerships, speaking for the state in the national press, and running campaigns with tourism and nonprofit groups. She grew up in Oregon and has spent most of her career working with community groups.
Now, as our Director of Charitable Giving, she runs the giving program while I handle the advisory side. She chooses which nonprofits we recommend for grants, keeps in touch with them, and checks what the money is actually funding.
That's the whole team. Well, almost. There's one more, and she's the real boss.
Allison Keeney
Director of Charitable Giving
Meet Mitzi
Mitzi has quickly become our most valued hire. Less than a year into the job, she has already redefined executive leadership in the fields of tail wagging, emotional support deployment, and snack-based morale strategy.
Key achievements include:
- Stress Surveillance & Response: Monitoring employee stress levels and intervening with snuggles, tail wags, or strategic deployment of head tilts.
- Security Briefings: Barking at absolutely nothing with unwavering conviction… just in case.
- Conflict Resolution: Specializing in defusing tension through prolonged eye contact and belly rub treaties.
- Ergonomic Oversight: Frequently conducting under-desk inspections to ensure optimal foot warmth and assess snack-drop potential.
- Confidential Counsel: A trusted keeper of office secrets, complaints, and leftover sandwich bits.
Thank you, Mitzi! Who's a good girl? You are!
Mitzi Mascot
Director of Pawsitive Vibes