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
Your investments are a powerful tool for enacting social and environmental change, but many of us aren’t using them to their full potential. As investors, we’re partial owners of companies or funds and with that ownership comes the right to have a say in...read more
This documentary poses questions critical to all our well-being: How can we move beyond being merely debtors and creditors, and put money in service to what we really care about as citizens, as human beings? Can we design a monetary circulation system that...read more