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.
We’re Hiring!Ready to learn more?
It Starts with a Conversation.
Schedule a complimentary meeting with a CERTIFIED FINANCIAL PLANNER®
Get StartedInsights
The Latest from Our Blog
When Bonds Make Headlines
For clients seeing bonds show up in headlines, it is a good moment to look at how the story flipped this year, revisit how bonds are affected by changing rates, and what they are designed to do in a portfolio.
Read More
Financial Planning: No Judgment, Better Outcomes
Open conversations create the kind of collaboration between you and an advisor that results in a high-quality financial plan supportive of the whole of your life. The more your advisors know about you, the more precise your financial plan will be.
Read More
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.
Read More