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
An Uneven Landscape: Market, Economy, and Household
Economic data stayed resilient overall through much of the third quarter, though certain industries struggled or faced disruption from new technology.
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Setting Kids Up for Financial Success
Although we typically speak with children about money as young adults, finances can be an ongoing conversation parents have with them throughout their lifetime.
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The In-Between Years
The in-between years can feel surprisingly uncertain, because time feels scarce while the questions become more interconnected. These decisions are deeply personal, with no right or wrong answers. In our experience, the answer is rarely about one decision in isolation.
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