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
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