IMPACT

MORE THAN AN ADVISOR

We aim to have a big impact not only in our clients' lives, but in our community as well.

Here's how we do that.

Socially Responsible Investing (SRI)

Socially Responsible Investing (SRI)

Socially responsible investing is an investment strategy that takes into consideration both the financial return and the social/environmental good that investment can do. Investing in this way helps to bring about the social changes you are passionate about. As we get to know you and the changes you want to see in this world we are better able to provide options in line with your personal and financial goals.

Simply put – SRI is investing your money in alignment with your values.

Our Footprint 

Our Footprint 

We want to leave this world a better place which means we look at everything we do as a vehicle for good. Because we are intentional about our actions we:

  • Allow a remote work environment 
  • Encourage videoconferencing for both internal and client meetings which reduce travel
  • Strive for a paperless work environment and when possible, use 90% post-consumer recycled paper for printing and copying

Giving Back

Community involvement is in our DNA. Through financial support, volunteering both as a team and individually, we help to add value and affect change in our community. These are organizations we are currently involved with:

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<strong>Let's Work Together</strong>

Let's Work Together

If you feel excited and empowered by what we offer, know that we are very intentional about our process and who we work with.

We carefully open spaces to work with new clients and look forward to getting to know you more.