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
Helping Adult Children Financially
Financial help looks different depending on the need, as well as the relationship between parent and child. Before making a significant financial commitment, parents should understand how that support may affect their own long-term plans.
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Elemental Boundaries
Elemental Boundaries features bold abstracg work by artists Fernanda Martinez, Erin McCluskey Wheeler, Gina Borg, and claire b cotts
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The Increasing Cost of Staying Cool
Progress toward efficient cooling is unlikely to move in a straight line. Economic growth, energy prices, technological advances, and weather will all influence which technologies succeed and where investments are directed.
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