Ambassador Program

Want to help your loved ones pursue their goals as they are working toward their retirement years?

Well, now you can.

Connect your loved ones with a knowledgeable financial professional who can help them navigate the ups and downs of life.

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For example, think about the people you know who are:

  • facing the loss of a loved one
  • undergoing a medical crisis
  • thinking about retiring early
  • concerned about running out of money
  • unsure about paying for long-term care
  • interested in tax-efficient income planning or preserving assets

Then, let your friend or family member know we would like for them to have the opportunity to talk with us. There’s never any pressure — just a listening ear and thoughtful guidance on their financial situation.

We think of you as part of our family and would love to welcome those you care about to join our family firm.

Refer A Friend Or Family Member And Support A Charity

When you refer a friend or loved one to visit with one of our financial professionals, Mosley Wealth Management will donate $50 to a charity in honor of your referral.

There is no limit to how many referrals you can make. The more people you refer, the more our team will donate.

We proudly support Orangewood Foundation and United Tooth Fairies. Click the links below To learn more about these charities.

United Tooth Fairies | Orangewood Foundation

Why We Support

United Tooth Fairies was founded in 2016 by three dental hygienists, Roberta Schuller, Jolie Rowell, and Lisa Mobraten. With a combined desire to educated and spread the word about the importance of oral health to those less fortunate, they developed a relationship with the community, staff, and team at the IMA School for Girls in Guatemala. Every year, they continue to provide toothbrushes, dental floss, educational material, and oral exams.

MWM’s Advisor, Geoff Schuller, is the son of Roberta Schuller, and we are honored to support this amazing cause.

Mission Statement:
United Tooth Fairies is a 501(c)(3) nonprofit organization whose mission is to brighten every young girl’s smile in Guatemala’s underserved community through education, prevention, and treatment of childhood cavities and dental disease.

Learn More

Over the past year and a half, the MWM team has volunteered once a quarter by preparing and serving lunch to the children and team at Orangewood Foundation.

Orangewood Children’s Home, located in Orange, CA was home to our dear friend Lori Ovalle, on and off over a period of seven years. From the young age of 10 until she was 17, Lori found Orangewood to be her safe place. It was a home where she felt love, accepted, and protected from the streets and craziness that surrounded her youth. Lori states, “The memories created there will forever impact my life and I will aways be grateful to the staff, whom I call family.”

Mission Statement:
Orangewood Foundation is a 501(c)(3) nonprofit (ID #95-3616628). For over 35 years, Orangewood Foundation’s resources, guidance and encouragement have helped foster and community youth in Orange County thrive and prosper.

Learn More

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