Invest in Living

Personalized and Progressive Wealth Management

ABOUT US

Since 2005 we’ve helped our clients protect and grow their assets in a way that accomplishes their goals and aligns with their personal values.

Financial Planning

We guide our clients 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.

Built on talent and dedication, our team is focused on providing the highest level of service to our clients.

Meet Our Team

Moving From Innovation to Trust

The stakeholder-centric lens is an important innovation to the capitalist structure. It is also an important counterpoint to the shareholder-centric profit concerns that dominate the early development stages of the technical innovations that drive economic growth.

Climate Inflation

Climate change is upending our traditional theories of inflation. The consequences of extreme weather and a degrading environment are now being integrated into financial calculations and may continue to drive prices higher.

Buoyant

October - December 2022
The art of Dobee Snowber and Lisa Levine reflects on the buoyancy of water by capturing the transformative moments when the equilibrium of the world shifts.

READY TO LEARN MORE?

It starts with a conversation.

Get Started