Since 2005 North Berkeley Wealth Management has helped clients protect and grow their assets in a way that accomplishes their goals and aligns with their personal values. We offer comprehensive financial planning and diversified investment strategies that emphasize relationships and a deep commitment to the well-being of our clients.
Wealth Management
Services
Financial Planning
As a fiduciary, we guide you along a path of financial well-being that is informed by values, sustainable, and gets you where you want to go.
Investing
Our values-driven investment management creates clarity in your investment decisions and is personalized to your specific situation.
Impact Investing
Whatever your interests and concerns, we can guide you to make a positive impact with your investing.
About Us
Our Team
Built on talent and dedication, our team is focused on providing the highest level of service to our clients. We pair our financial expertise with a collaborative approach to deliver tailored solutions for our clients.
Values
Our mission, vision, and values represent the core of our business philosophy. We believe that our work should benefit our clients, team, and community.
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The Latest from Our Blog
Earnings Are Catching Up
Current stock prices reflect substantial expectations for future growth, particularly as companies invest heavily in artificial intelligence. What has changed is the fundamental support beneath today’s market with earnings catching up to valuation.
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There’s a New Account in Town
There is a new kind of investment account in town, created by the One Big Beautiful Bill Act of 2025, that is intended to provide children with a head start on saving for retirement. Perhaps unsurprisingly, these accounts are officially named “Trump accounts” (“TAs”), and as of July 4, 2026, families can open them for their … Read more
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Botanicals
Our Botanicals exhibit features the work of June Yokell, Kija Lucas, Karen LeGault, and Jules Kobelin. Their diverse styles and perspectives explore the wonder of plants and our emotional connection to the natural world.
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