It's not about us.  It's really 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 love helping people and are deeply concerned about the kind of world we want to leave for our children and their children.  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 prefer to do good with your money and use Chochmat Halev (Hebrew-the wisdom of your heart), to help do "Tikkun Olam" (Hebrew: heal our world) and imperfect financial system through Sustainable Responsible Impact (SRI) investing. 

We offer truly customized service, while partnering and maintaining strategic relationships with the best national and local experts in the financial field for your benefit.

We recently opened our new office at 6317 Fairmount Ave. in El Cerrito to help showcase energy efficiency and how you can lower your carbon footprint significantly and cost-effectively by utilizing solar photovoltaic energy, an all-electric vehicle, and powering it with free solar energy.

Do you really know what your current investments support? Let us help you.

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