Matthew Gatt, CFP

About Matthew Gatt

Matthew Gatt, CFP® is a Lead Advisor at North Berkeley Wealth Management specializing in Impact Investing and Investment Management for Nonprofits.

The Power of Disclosure

By |2021-11-03T11:37:21-07:00November 3rd, 2021|

Impact Highlight Report
Disclosures help investors evaluate companies. Increasingly, investors are demanding more than just financials, they want insight into a companies environmental and social performance.

Bank On Your Community

By |2021-10-29T15:01:49-07:00October 22nd, 2021|

Our choice of banks is an essential, though often unexamined, financial relationship. Choosing a bank can be a way to create positive alignment between your values and your finances.

Investing in a Changing Climate

By |2021-09-10T15:49:47-07:00August 27th, 2021|

Response to our worsening climate crisis is complex and gradual. For clients interested in climate friendly investing, we focus on a number of ways they can choose financial security while having an impact with their investments.

The Great Balancing Act

By |2021-03-30T14:35:01-07:00June 23rd, 2020|

With distance learning in place, and vacation plans uncertain, working parents are now balancing their responsibilities with expanded roles in their kids’ education and activities.

Impact Highlights Report

By |2021-04-13T10:24:33-07:00September 16th, 2019|

In our inaugural Impact Highlights Report, we look at one practice of engagement (direct dialogue) used by mutual funds to create change within companies on Environmental, Social, and Governance (ESG) issues.

Give Them Structure

By |2020-08-19T11:32:31-07:00March 7th, 2019|

As financial advisors to nonprofits, we know the importance of a reserve policy and an investment policy statement in providing structure and clarity for nonprofits in financial decision making.