United Way of North Central Ohio Announces Alluvial Private Wealth of Marion as First-Ever Bold Goal Champion

United Way of North Central Ohio’s Executive Director Amber Wertman (left) and Resource Development Director Leslie Schneider (right) present Lisa Bush, Assistant Vice President & Wealth Advisor, Alluvial Private Wealth (center) with a plaque recognizing Alluvial’s continued support of the community.

United Way of North Central Ohio is happy to announce Alluvial Private Wealth of Marion, Ohio as their first-ever Bold Goal Champion.

“Participation in our Bold Goal Champion program goes beyond annual participation in a workplace campaign or a one-time corporate donation,” said Amber Wertman, Executive Director of United Way of North Central Ohio. “It’s a way for businesses to be more directly involved with the work we are doing, and a way for them to really help guide our efforts. Making life better for the people who live and work in the community has a direct effect on the success of local business.”

As a UWNCO Bold Goal Champion, Alluvial Private Wealth has made a multi-year commitment to advocate for, invest in, and be involved with the effort to achieve the community’s collective vision for a successful, healthy region.

“After seeing United Way’s bold vision for addressing the pressing needs of our local community, we knew we wanted to be part of this collaborative effort. These initiatives can truly improve lives and help elevate our communities as a whole.  We are proud to be a bold goal champion and look forward to working together to bring about lasting change,” said Lisa Bush, Assistant Vice President & Wealth Advisor, Alluvial Private Wealth.

Each of the programs and initiatives supported by United Way of North Central Ohio impacts one or more of these Bold Goals for the community:

  • Successful Children. BoldGoal1 programs are improving early childhood literacy and kindergarten readiness, providing mentorship opportunities, and increasing graduation rates;
  • Healthy Families. BoldGoal2 initiatives work to create vibrant neighborhoods and reduce food insecurity, provide safe and affordable housing, and ensure access to health services for mind and body; and
  • Self-Sufficient Residents. BoldGoal3 programs are providing access to workforce development services, job training, credit counseling, and money management programs.

“We are so grateful to Alluvial for their championship. Their support helps advance a deeper understanding of our work here at United Way, and really helps give definition to our commitment to collective community impact,” said Leslie Schneider, UWNCO Resource Development Director. “Our organization has always been about bringing partners and resources together to find solutions, and now our Champions can be an integral part of that process.”

Learn more about United Way of North Central Ohio and Bold Goals here. For more information about the Bold Goal Champion program, call Leslie Schneider at 740-383-3108.

Alluvial Private Wealth is an independent wealth management firm focused on helping individuals and families reach their most important life goals. They also work with non-profit organizations to manage their investments and endowments, and businesses in offering retirement plans. Learn more at alluvialprivatewealth.com.