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
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
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