What Does It Mean to Be a Conscious Investor? Aligning with Purpose Through Impact Investing*

Financial Advisors Jina Penn-Tracy and Stuart Valentine discuss the meaning of Centered Wealth, what it means to be a conscious investor, and how we partner with clients to align investment portfolios with their life’s purpose. At Centered Wealth we see investment portfolios in service of our clients’ life purpose, not the other way around.

How We Work with Institutions, Foundations, and Trusts; Using Socially Responsible, ESG, and Impact Investments for Institutional Investors*

Financial Advisors Stuart Valentine and Jina Penn-Tracy discuss their approach to working with impact-oriented organizations such as institutions, foundations, and trusts. Centered Wealth offers comprehensive financial planning, centered on our clients’ core values.

Money & Life*

This cinematic odyssey connects the dots on our current economic pains and offers a new story of money based on an emerging paradigm of planetary well-being that understands all of life as profoundly interconnected.

The Centered Wealth Tree Investment Model for Impact and Socially Responsible Investing*

Stuart Valentine explains the Centered Wealth Tree investment philosophy, which explores the unfolding of an regenerative investment portfolio based on the expression of life-purpose of individual consciousness. This concept uses an expanded understanding of investments in developing a model aligned with life-purpose at the individual, community, and global levels.

Stuart Valentine Shares the Philosophy of Centered Wealth Financial Advisory

This program is part of Impact Entrepreneur's Building an Impact Economy Webinar Series.

Stuart Valentine on How Financial Advisors Can Protect Clients from Green- and Impact-washing

This program is part of Impact Entrepreneur's Building an Impact Economy Webinar Series.

The Power of Impact Investing: Money as a Tool for Positive*

Financial Advisor, Stuart T Valentine, discusses Socially Responsible and Impact Investing and the role of disruption and humanitarianism. Filmed at the 2017 SRI in the Rockies conference.

Stuart Valentine on How Impact Financial Advisors Harness the Power of Networks

This program is part of Impact Entrepreneur's Building an Impact Economy Webinar Series.

Stuart Valentine on the Tension Between Fiduciary Duty and the Push for Systems Change

This program is part of Impact Entrepreneur's Building an Impact Economy Webinar Series.