Community Engagement

Community Engagement2022-01-19T10:22:16-08:00

North Berkeley Wealth Management provides direct financial support, volunteer hours, and professional services to organizations doing valuable work in our community. We believe that prosperity is not defined solely by individual achievement but by the overall well-being of entire communities. We work as a firm and as individuals on community engagement that supports those things which connect us all.

Our Vision

A community alive with connection and stewardship.

Giving at North Berkeley

North Berkeley Wealth Management gives to create a positive impact, for us as individuals, for the firm as a whole and, most importantly, for our community. The giving program includes work with community partners, firm and individual employee donations, pro-bono services, and sponsorships. Our giving target is 1% of yearly revenue.

Community Engagement Reports

2022 Community Engagement Report

Looking back at 2022, we reflect on our impact in our various communities and ask ourselves, why does community engagement matter to us? We remind ourselves that, as humans, we thrive on our connection to others.

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Community Partners

We partner with select organizations by offering them the volunteer time of our team, professional guidance, and direct financial support. We believe in their missions and want to ensure their continued operation and success, as well as promote their benefits to our local community members. These organizations also provide the broad framework of our areas of focus which are Education, Healthy Communities, Environmental Sustainability, and Social Justice.

Community Engagement Partner Berkeley Food Network

Berkeley Food Network

Getting food to people who need it
BFN envisions a Berkeley where no one goes hungry. Using an innovative, community-centered approach to food sourcing and distribution, they provide easy and convenient access to healthy, high-quality free food for people who need it.

Community Engagement Partner Yes

Yes! Nature to Neighborhoods

Providing access to experiences in the natural environment
In partnership with nature, YES nurtures leaders who champion the wellbeing of their community. Their vision is for Richmond youth, adults, and families to lead healthy, connected lives, motivate change in their neighborhoods, and inspire a safe, thriving community.

Community Engagement Partner Berkeley Public Library Foundation

YWCA Berkeley/Oakland

Eliminating Racism. Empowering Women
The YWCA Berkeley/Oakland mission is to eliminate racism, empower women, develop leaders, and promote peace, justice, freedom, and dignity for all. The YWCA is a global movement working for women’s empowerment, leadership, and rights, young women and girls in more than 100 countries.

Community Engagement Partner Ecology Center

The Changemaker Project

Empowering changemakers around the world
The Changemaker Project equips young people with the tools and skills to create a better world. Through a Global Pitch competition, they team up groups with potential sponsors to enact the change they envision in the world.

Engaging with Aging, Part I

Gradual changes in our physical and mental abilities, coupled with changes to our social landscape, bring many to consider a more dramatic change: – should they move to a residential community that provides built-in care services and new social opportunities Or should they stay in their home?

Missing the Forest for the Trees

Understanding how global economic systems affect global ecosystems allows for better economic and financial decision making. Together with consumer demand and policy changes, investors have the ability to influence our efforts to protect the environment through financial allocation.

Stillness and Movement

April - June 2023
The art of Beth Fein and Martin Webb encourages you to pause and reflect. Their finely balanced compositions create tension between calm and energy. Opening Reception on May 4.