Client Gifts for Wealth Management

Cover of the Giften Market Client Gifts for Wealth Management 2026 lookbook

Your clients trust you with the important things. Thank them with a gift that gets used, sent to every household on your list, with your firm's logo and your words on a printed card.

Download the 2026 lookbook (PDF)

What's inside

  • Gifts in three tiers: $34 to $50 for every household, $105 to $170 for top clients, and $168 to $249 for your most valued relationships
  • Options well under FINRA's $300 annual gift limit, priced before shipping and tax
  • Sample note cards for the holidays, retirements, and the hard weeks

A few favorites

Coastal Kitchen Gift Crate: wooden crate with olive oil, Maldon salt, a Le Creuset mini cocotte and a striped tea towel
Coastal Kitchen Gift Crate · $170
Good Morning Deluxe gift box with pancake mix, bread mix, coffee, maple syrup and a tumbler
Good Morning Deluxe · $148
Bright Days Ahead Deluxe gift box with coffee, a ceramic tumbler and a cream throw
Bright Days Ahead Deluxe · $145
Comfort and Care gift box in sage green with a faux-fur throw, cozy socks and a ceramic tumbler
Comfort & Care, Sage · $236

How it works

Send your logo and one spreadsheet of names and addresses. We hand-pack every gift in Minnesota, print your note on your logo card, and ship each one to its own address for $14.95. With every order you get an itemized list of who received what, and its value, for your firm's gift records.

Gift values shown exclude shipping and tax. We don't provide legal or compliance advice; please confirm gift limits and approvals with your compliance team before ordering.

HOLIDAY 2026

Plan your holiday gifting

Share what you're sending, the rough quantity, and your timeline. Our team will follow up within one business day.

Prefer to talk? Give us a call: 952-260-7499.