Planning, Investing & Giving with
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 enhance the experience of Centered Wealth® that comes from connecting one’s life-purpose with financial choices and investment portfolio.
NEWS FROM CENTERED WEALTH
For ImpactU Steve Distante interviewed me on my holistic approach to impact investing. Authenticity comes from intrinsic motivation and this is our commitment to Centered Wealth clients who are looking to take action in their own lives with their money. As...read more
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