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The wealth gap in America has reached a point we can no longer ignore. That’s why we made generosity a permanent structural requirement of our firm. Help us reshape the financial industry by choosing to partner with firms that make sincere giving a fundamental part of how they operate.

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Shared Prosperity Group, LLC (SPG) is a registered investment adviser (RIA) and provides advisory services only where registered, notice-filed, or exempt. Registration does not indicate any specific skill or training.

Giving Program:

Purpose and Duration: SPG’s giving program, called “structural generosity,” is written directly into its operating agreement as a permanent feature of the business. It’s designed to move beyond token, performative philanthropy in finance by making generosity part of the firm’s core infrastructure, consistently directing capital to high-impact needs without adding burdens to clients, sparking contentious political fights, or depending on changes to existing tax policy.
Commitment: Every month, SPG contributes at least 10% of its gross revenue (cash basis) to The SPG Structural Generosity Fund (an independent donor-advised fund), funded solely by SPG, not client assets.
Control: SPG independently recommends grant amounts, timing, and recipients from the fund. Input from clients or prospects, including surveys, is nonbinding. They have no authority or control over the program and do not select recipients.
No Solicitation or Client Impact: SPG neither requests nor accepts charitable contributions from clients or prospects. The fund is financed entirely by SPG revenue. Giving does not affect client service, fees, returns, investment recommendations, or portfolio management. Clients do not receive tax deductions.

This content is for informational and educational purposes only. It isn’t personalized financial, tax, or legal advice, nor a solicitation to buy or sell any security. Any charts, graphs, and formulas shown are for illustrative purposes only and should not be used out of context. Viewing or using this content doesn’t create an advisory relationship with SPG. Always consult a qualified financial professional before making investment decisions. All investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Benchmark indices are unmanaged, cannot be invested in directly, and do not reflect fees or expenses that reduce actual returns. Foreign investing carries additional risks, including currency fluctuations and political instability.

This website may link to third-party sites and content. Links are for convenience and information only. SPG does not endorse, authorize, or sponsor third-party content, products, or services. Although SPG believes the information is reasonably reliable, SPG cannot guarantee accuracy, completeness, timeliness, suitability, or continued availability, and some content may be dated. SPG is not responsible for third-party privacy practices or third-party collection or use of information.

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