Planning, Investing & Giving with
A CONSCIOUS APPROACH
TO BUILDING WEALTH
Centered Wealth® is an approach to building wealth which actively values the well-being of the body, heart, mind, spirit, community and world.
Our goal is to build not only financial wealth for our clients, but to enhance the experience of Centered Wealth® that comes from connecting one’s life-purpose with financial choices and investment portfolio.
Our financial advisors undertake a 3-part, whole-systems approach in assisting clients to define their unique pathway to Centered Wealth. We find that when a family, individual, small-business or nonprofit puts their own values at the core of their financial planning and investment choices, they become more committed to their own goals. For many of us, knowing we are contributing to a better world, enables us to fully commit to our own success.
NEWS FROM CENTERED WEALTH
Conscious Investing for Centered Wealth September 12 6:00-8:30 New York Open Center Interest in Socially Responsible and Impact Investing has been expanding in recent...read more
In July I attended a two-day thought leadership summit, Philanthropy Transforming Finance: Building an Impact Economy. The summit was part of a larger initiative identifying the need for funders to work collaboratively to place longer-term, adaptive resources to fund...read more
From a Centered Wealth client who became motivated to do more: I came into the financial planning field through an unconventional path— that is, not from the world of finance, but from my personal experience of moving money into socially-conscious...read more