Benari Capital introduces a groundbreaking wealth management service focused on the unique financial challenges of Jewish clergy and faith leaders, combining tax-efficient strategies with values-based investing to help clients secure a purposeful retirement and leave a legacy in their community.
-- Redefining Financial Services for Faith Leaders
Benari Capital, a newly launched wealth management firm, is rewriting the rulebook on financial planning for clergy and faith leaders. With an innovative approach centered on the unique needs of religious leaders, the firm provides tailored solutions to address everything from tax complexities to values-driven investing.
Founded by former Jewish Cantor and international touring singer Ben Tisser, the firm is the first of its kind in the United States, dedicated to serving Jewish communal leaders while also welcoming leaders of other faith communities.
“Benari Capital exists because faith leaders deserve financial services that understand their world,” said Tisser. “We know the challenges they face and are uniquely positioned to help them navigate their financial futures.”
A Mission Born of Service
Benari Capital’s roots are deeply personal. After nearly two decades as a clergy member, Tisser often found himself advising colleagues on retirement planning and tax efficiency. Recognizing a widespread need for specialized financial guidance, he transitioned from the pulpit to finance, founding Benari Capital to serve the very community he once led.
This service-driven ethos is reflected in the firm’s mission: to empower communal leaders to achieve financial security while staying true to their values.
Addressing Complex Financial Needs
Faith leaders often face distinct financial challenges, including housing allowances, charitable giving, and complex tax laws. Benari Capital specializes in navigating these intricacies, offering a tailored approach that maximizes the financial benefits available to clergy.
The firm’s expertise extends to comprehensive retirement planning, ensuring clients can prepare for their futures with clarity and confidence. By working collaboratively with CPAs, estate planners, and other advisors, Benari Capital provides a seamless, holistic approach to financial management.
“Clergy dedicate their lives to serving others,” said Tisser. “We are here to ensure their financial futures are secure, allowing them to focus on their mission.”
Pioneering Values-Based Investing
One of Benari Capital’s standout offerings is its commitment to values-based investing. The firm empowers clients to align their portfolios with their ethical and spiritual beliefs, filtering investments to reflect personal principles.
Through customized investment strategies, such as separately managed accounts, Benari Capital ensures that clients’ portfolios are not only financially sound but also aligned with their faith.
“Faith leaders care deeply about the impact of their investments,” Tisser explained. “Our goal is to help them grow their wealth in a way that reflects their values.”
About Benari Capital
Benari Capital is a boutique wealth management firm founded by Ben Tisser, offering specialized financial planning services for Jewish clergy and other faith leaders. Combining expert tax and retirement strategies with values-based investing, the firm provides tailored solutions designed to align with clients’ faith and principles.
For more information, visit www.BenariCapital.com or follow Benari Capital on Facebook and LinkedIn.
Media Contact
Ben Tisser
Founder, Benari Capital
Email: Ben@BenariCapital.com
Contact Info:
Name: Ben Tisser
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Organization: Benari Capital
Website: http://www.BenariCapital.com
Release ID: 89149442
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