We are a fee-only 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 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.

Do you really know what your current investments support? Are you supporting things that may be doing harm or not in alignment with your values? Are your investments and your values aligned? Let us help you change them so they fit better with your unique values and beliefs.  We offer fossil-fuel-free portfolios, and can customize portfolios to fit your 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 your heart  or what is called "Chochmat Halev" in Hebrew, and also to help heal our world called "Tikkun Olam" also in Hebrew, and do as much as we can to fix an imperfect financial system (Capitalism) through 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 truly 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. We are team players and work together on your behalf.

We hope you want to see our completely re-modeled office at 6317 Fairmount Ave. in El Cerrito to 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.

So please don't hesitate to set up an appointment to come see us, so we can help you make the changes that add meaning to your life and family and things that are truly important to you and for future generations.  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 your values.

 


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