Specialized in Non-Profits
Putting your best interest first so your team can focus on serving those in need

For more than 35 years The Partners Group has specialized in partnering with the non-profit industry, providing unmatched expertise in insurance, investments, retirement and employee benefits.

We understand the challenges your organization faces, including legislative pressures, increasing healthcare costs and regulations, board development, funding challenges and tracking deliverables. As a result, it is more important than ever to strategically partner with an organization that works to serve your best interests first, so your team can focus on serving those in need.

A Culture Committed to Community Support and Involvement

The Partners Group has a legacy of community service and benevolence. We have received multiple corporate philanthropy awards, reflecting the values of our company and commitment to the communities we serve. Everyone volunteers at The Partners Group, including our top executive leaders. In fact we have a company-wide holiday volunteering program as part of our wellness program.

The Partners Group is Diversified with Complimentary Business Units 

  • Data management & analysis
  • Financial planning & analysis
  • Health risk management
  • Project management
  • Retirement planning programs
  • Employee benefits
  • Health, productivity & engagement
  • Analytics & predictive modeling
  • Financial & retirement planning
  • Debt & cash flow management
  • Asset allocation
  • Tax strategies
  • Insurance
  • Estate planning
  • Business succession
  • Insurance brokerage services
  • Enterprise risk-management services
  • Claims advocacy
  • Web-based risk-management platform
  • Insurance coverage & contract review expertise
  • Strategic partner to the nonprofit community

The synergy of working with multiple TPG business services will create uncommon value for you!

Why Work with The Partners Group?
The Partners Group is known for its commitment to creating solutions to help clients chart a path for success. Our greatest strengths include our track record of building strong working relationships with our clients combined with our highly-consultative and problem solving approach. We integrate into your operational structure, allowing our team to better manage your costs while providing proactive feedback and data to improve efficiencies and prevent future cost escalations.

Where to Begin?
We begin by getting to know your organization’s unique needs and challenges. Then we research the latest trends, explore the most innovative options, collaborate with you to find the best options and work to keep your goals on track. It’s how we save you time, money and headaches. It’s why we’re one of the most respected insurance and financial firms in the Northwest.

Think The Partners Group would be a good fit for your company? Call us to set up a Right Fit consultation.

Benefit from our non-profit dedicated team

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Co-Practice Team Leads:

Paul Vlcek

Commercial Insurance Account Executive

Email  |  877-455-5640 x3170

Jordan Stair

Commercial Insurance Account Executive

Email  |  877-455-5640 x3164

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through TPG Financial Advisors, LLC. a Registered Investment Advisory firm.

Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.