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Giving Back


At Universal Wealth Management, we are committed to giving back and making our community a better place.  Our employees contribute to numerous causes, and are dedicated to serving our community.

Universal Wealth Management Charitable Fund

In order to encourage charitable giving, a donor advised fund has been created at Universal Wealth Management.

Our Fund’s Mission

Our fund’s mission is to support individuals and organizations with the goal of creating opportunities that otherwise would not exist by providing basic necessities such as food, water, medical care, refuge, shelter, sanctuary, education, and training and support in areas of need.

The fund allows for employees and clients to donate to causes that support the funds mission. As an added incentive, Universal Wealth Management matches all employee fund donations.

The Universal Wealth Management Charitable Fund Board of Trustees

The fund’s board of trustees researches local and national charities to determine the beneficiaries of the fund and allocation of distributions. Additionally, the board is dedicated to improving support of the fund.

The current organizations that the Universal Wealth Management Charitable Fund Supports are:

Big Brothers Big Sisters of the Ocean State

Crossroads of Rhode Island

Edward L. Walsh, Jr. Charitable Giving and Scholarship Fund

Elizabeth Buffum Chace Center

The ALS Association

Toys for Tots