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Socially Responsible Investment Management,
Estate Planning and Family Wealth Management
We have deep-seated commitments to socially responsible investing
and environmentally sustainable business practices.
We are a registered Benefit Corporation (B-Corp ®).
Investment Management
Customized portfolio construction that utilizes both public and private equity as well as fixed-income products, with a focus on volatility and risk mitigation.
Legacy & Estate Planning
Legacy Planning includes wills, trusts, and other estate-related resources, as well as both short-and long-term charitable giving.
Triple Bottom Line
People: Work/life balance and fair business practices,
Planet: Sustainable and environmentally conscious business practices.
Profit: Our goal is to maximize our clients' investment profits without sacrificing the world we all share.
Mission Statement
Our mission is to empower our clients to live fulfilling lives without financial worry. Peace of mind, stewardship, and a commitment to community define our success.