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're literally here to help you and on your side.
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 do what we can to fix an 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 hope you can come to our office at 6317 Fairmount Ave. in El Cerrito to see how we showcase energy efficiency and learn how you can lower your carbon footprint significantly and cost-effectively by utilizing solar photovoltaic energy, all-electric vehicles, and powering them with free solar energy.
Do you really know what your current investments support? Are your investments and your values aligned? Let us help you find out and change them so they fit with your unique values and beliefs. We offer fossil-fuel-free portfolios, and can customize portfolios to fit your values, goals and needs.
The choice is yours, but you must take the first step by contacting us.