Community Engagement

Community Engagement2021-04-29T12:56:00-07:00

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 to contribute to 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

2020 Community Engagement Report

In 2020, we looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?

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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 Public Library Foundation

Berkeley Public Library Foundation

Encouraging literacy and creating healthy communities
Libraries connect us, building our community, expanding our world, and changing lives. Through fundraising and advocacy, the BPLF amplifies public investment in the Berkeley Public Library to make an already great library extraordinary.

Community Engagement Partner Yes

Yes! Nature to Neighborhoods

Providing access to experiences in the natural environment
Since 1999, YES has brought nearly 5,000 youth and an additional 1,000 families from low-income Richmond neighborhoods to summer and family camps located in pristine redwood settings across Northern California.

Community Engagement Partner Berkeley Food Network

Berkeley Food Network

Getting food to people who need it
BFN establishes a foundation of good health from which all Berkeley residents can pursue opportunity, and aims to provide an innovative, community-centered network of food sourcing and distribution to alleviate the problems of hunger and poor nutrition in Berkeley.

Community Engagement Partner Ecology Center

The Ecology Center

Building a sustainable local environment
Their mission is to inspire and build a sustainable, healthy, and just future for the East Bay and beyond by transforming the ideals of sustainability into everyday practice.

Community Engagement Partner Yeah

YEAH! – Youth Engagement, Advocacy, and Housing

Enriching young lives by providing a safe environment
Their mission is to support young adults (ages 18-25) in Berkeley who are homeless. They provide basic necessities, offer case management and counseling, establish linkages to education, employment, and housing, and provide opportunities for community involvement.

Familiar Unknowns

While the emergence of the Omicron variant is troubling as a public health issue, it is familiar territory for the economy. As we face new variants and risks, we believe a long-term strategy will continue to serve our clients well.

Giving with Intention

It feels good to give, but getting started can be difficult. Affirming your values and identifying aligned organizations can make the experience more intentional and meaningful.

Oaxaca Variations

July - October 2021
Explore the photography and textiles of Gary Goldberg, inspired by 20 years of traveling to Oaxaca.