The Values of a Certified B Corp
Our mission is simple: to create a sense of calm so our clients approach financial decisions with confidence.
A community alive with connection and stewardship.
We are committed to our relationships with our clients, our team, and our community. We recognize that our actions affect the whole person and that everyone has a unique story to tell.
As financial services experts, we address both technical and personal issues. Thoughtful analysis delivered in an understandable way creates an actionable path for clients.
Our team finds creative solutions to the complex realities of our clients’ financial lives.
Collaboration with our clients and their advisors creates stronger outcomes. Diverse perspectives allow diverse possibilities.
Quality of Life
Our company slogan is “Invest in living” for a reason. We want our clients and our community to live well in alignment with their unique goals, values, and circumstances.
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.