Our company is involved in the community through the support of various organizations – some national and some local to Kansas City.   We support these organizations through both monetary donations and/or volunteering our time. Common themes in the organizations chosen are two-fold. First, the O’Sullivan Foundation supports organizations are innovators in their field in their quest to find cures and treatments for colon, breast, and pancreatic cancer. Secondly, we support organizations that support our veterans and their families. Coming from generations service, these organizations have specific meaning to us. Over the years, we have changed out business practices to donate money, that would have been spent on things our clients gave us feedback on as being not important to them, towards these organizations. Additionally, we donate a percentage of profit to these organizations. We hope you take time to explore them.

Financial Planning Association (FPA)

Financial Planning Association (FPA)

Peter Hartwick and Chanel Fortier are proud members of the Financial Planning Association (FPA).  The FPA is an organization that benefits financial advisors through business success, professional development, advocacy, and community efforts.


Thomas P. O’Sullivan Foundation

Thomas P. O'Sullivan FoundationThe Thomas P. O’Sullivan Foundation

Pete was the founding board member and treasurer for the Thomas P. O’Sullivan Foundation and continues in a leadership position with the foundation in its ongoing activities.  The mission of the Foundation is to honor the life of Thomas P. O’Sullivan IV by supporting break-through medical research and community education for prevention and early detection of Colorectal Cancer in alignment with Tom’s passion of harmonizing mind, heart, body and spirit.


War Horses for Veterans


War Horses for Veterans

This organization was started by Patrick Benson, whom we volunteer our time with and runs a great program. Peter’s daughter rides with him and their family supports his activities in every way possible.


Wounded Warrior Project

Wounded Warrior Project

To foster the most successful, well-adjusted generation of wounded service members in our nation’s history.  To raise awareness and enlist the public’s aid for the needs of injured service members.  To help injured service members aid and assist each other.  To provide unique, direct programs and services to meet the needs of injured service members.  Paramount Private Wealth donates a percentage of profits at the end of the year to support their mission.


Navy Seal Foundation

Navy Seal FoundationNavy Seal Foundation

The Navy SEAL Foundation provides immediate and ongoing support and assistance to the Naval Special Warfare Community and its families.  They’re on the frontline. We’re standing behind them.  Paramount Private Wealth donates a percentage of profits at the end of the year to support their mission.


Organizations listed above are separate entities.