Planning, Investing & Giving with

Conscious Purpose


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.


Why I Chose Socially-Conscious Investing

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...

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