Since its founding in 2001, Yuma Investment Group Wealth Management and its 17 employees have sponsored many community events and have raised a significant amount of money to be donated to various organizations in Yuma. Financial support since 2001 has been well over $250,000.
A few of the larger events are:
Teacher of the Year and trip to Hawaii since 2004.
Come Wine with Us raising over $50,000 to be donated to a different non-profit over a five-year period.
Annual Golf tournament has raised over $20,000 for the AZ Children Association in 2 years.
Nonprofits that we support:
Each year Yuma Investment Group picks a Non-profit agency to support during our Casual for a Cause. Casual for a Cause is a program started in 2018 where every Friday any employee can pay $5 to dress causal for the day. At the end of the year all the donations are gathered, and Yuma Investment Group matches 100%. Please email email@example.com to let us know about your non-profit.
Front (Left to right) Kayla Irr-Mendez: Director of 1st Impressions/Marketing Coordinator, Diane Umphress, Executive Director-Amberly’s Place, Tom Rush: Founder/Wealth Advisor, Ana Breton: Project Manager, Daniella Vizcarra: Clerical/Intern
Back (Left to right) Evelyn Vizcarra: Administrative Assistant, Heather Parcel: Executive Assistant, Haunani Nelson: Executive Assistant, Joanne Tortolano: Financial Planning Assistant
Angeles del Desierto National Association of Nurses
AZ Childrens Association
From left are Amy Penny, development director, western region for AzCA; Andrea Mendez, program supervisor family preservation for AzCA; Kayla Mendez, director of 1st Impressions for YIG; and Shawn McKeown, wealth advisor for YIG.
AZ Community Foundation
Pictured: Tom Rush - Founder/Wealth Advisor, Tim Avila - Wealth Advisor, George Davis - Managing Partner/Wealth Advisor from Yuma Investment Group and Veronica Shorr, Arizona Community Foundation of Yuma.
Ballet of Yuma
AZ Western College Scholarship
Caballeros de Yuma
Career and Technical Student Organization
Catholic Community Services of Yuma
Hospice of Yuma
Humane Society of Yuma
Knights of Columbus
Miss Yuma County Pageant
Rio Colorado Yuma Chapter Arizona Nurses Association
San Luis Frontera Rotary
School Tuition Association of Arizona
Somerton Middle School Wrestling
Omar Valtierra is not affiliated with CWM, LLC.
The Yuma Rotary
United Yuma Firefighter’s
Yuma Catholic High School
Yuma Catholic Radio
Yuma Community Food Bank
Pictured (left to right) Shawn McKeown - Wealth Advisor, Kayla Irr-Mendez - Director of 1st Impressions/Marketing Coordinator, Food Bank Representative, Shara Whitehead
The charitable entities and/or fundraising described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.