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
2023 Community Engagement Report
We experience the threads of community through our work with clients, interactions with people and local businesses, and partnerships with nonprofit organizations. Our Community Engagement Report explores how we strived to strengthen the fabric of our community in 2023.
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.
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.
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.
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.
ARTICLES
New Frontiers for Energy Resilience
The future of energy production, especially with the demands of AI and cloud computing, hinges on a balanced and sustainable mix of sources. As established technology companies partner with nuclear startups, new sustainable solutions could help meet the rising demand without further exacerbating climate concerns.
IMPACT INVESTING
The Cost of Cooling a Warming World
Reducing the environmental impact of HVAC systems is a crucial step toward achieving a more sustainable future as well as a significant opportunity for companies to innovate. As demand for air conditioning booms alongside fears about the future of our climate, there is an opportunity for private sector companies and government policymakers to address this issue strategically.
ART EXHIBITS
Acts of Discovery
Current Exhibit
October - December 2024
We are pleased to be featuring abstract works of art by local artists Irene Nelson and Valerie Corvin.