We are a fee-only fiduciary East Bay financial planning and family wealth management firm dedicated to values-based investing, but it's not about us.  It's really more about you, our partnership with you, and helping you achieve, preserve, and promote what you love, cherish and value in your life. It's about more than just money!  We are literally here to help you and on your side.

Are your investments and your values aligned?  Do you know what your current investments support?  Let us help you find out. If you're unsure about how your money is invested, it's likely you are supporting things that may be doing harm or not in alignment with your values and beliefs? Let us help you transform how you invest and your relationship with your money and investments, so that you can feel better about how your money is invested and fits better with your unique values.  We offer environmentally friendly fossil-fuel-free portfolios, and customized portfolios to fit your unique values, goals and needs, whatever they may be.

The choice is yours, but you must take the first step by contacting us.

We love helping people and are deeply concerned about the kind of world we want to leave for our children and future generations.  We must think and invest for the long-term and look at the big picture.  We believe money has tremendous power for good or bad. 

We hope you want to do well and good with your money.  We believe in using the wisdom of the heart and head, and also personal responsibility to help heal our world called "Tikkun Olam" in Hebrew, and do as much as we can to fix an imperfect financial system (Capitalism) through regenerative Sustainable Responsible Impact (SRI) investing.  SRI is also about the Triple Bottom Line of People, Planet, and Profit. SRI investing is also sometimes referred to as ESG investing concerned with Environmental, Social justice, and corporate Governance factors.  Learn more about it under our SRI Investing tab.

We offer uniquely customized impact and values screened services and products. We also partner and maintain strategic relationships with the best national and local experts in the financial, legal and tax field for your benefit as team players working together on your behalf.

Ask us about our completely re-modeled office at 6317 Fairmount Ave. in El Cerrito, so  you can see how we showcase energy efficiency and demonstrate how you too can lower your carbon footprint significantly and cost-effectively by utilizing climate friendly solutions such as solar photovoltaic electricity, all-electric vehicles, and powering them with free solar energy.

Procrastination is probably one of the biggest mistakes people can make. So please don't hesitate to set up a free initial appointment to meet with us, so we can get started in helping you transform and make the changes that add meaning to your life and family and positively impact the things that are truly important to you.  All it takes is to hit the "Contact Us" button below to start your journey!  We appreciate and look forward to meeting and getting to know you and what is important to you.



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