Invest in Living, Invest in Change
Our 2021 community engagement report is about investing in positive change.
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.
Taking Control of ‘Losing Control’
Addressing our mortality, and the gradual lack of capacity that often precedes it doesn't rank on our favorite things to do. Starting conversations early paves the way for specific problem solving when issues arise and can create peace of mind.
We Welcome Two New Advisors to Our Team
North Berkeley is excited to announce the addition of two new advisors to our team! Joining us are associate advisor, Carmetta Joyner, and lead advisor, Krystal Fortner, CFP®.
Soil Health and Societal Health
Impact Highlight Report
We examine the interconnection between soil health and societal health and the opportunity for investors to align their financial resources with their desire for a positive impact.
Sam Wood-Bednarz is Now a Partner with North Berkeley Wealth
North Berkeley Wealth Management congratulates Lead Advisor and Director of Financial Planning, Sam Wood-Bednarz, CFP® on his new role as Partner.
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?
Investing Forward Podcast
North Berkeley Wealth Management was featured on the Investing Forward podcast discussing community investing, CDFIs, and CNote.
The Power of the Shareholder Vote
The shareholder vote is a powerful tool for creating systemic change within companies.
Shareholders, Stakeholders, and Reclaiming Economic Power
Stakeholders, not just shareholders, need to be considered to rebalance economic power and make a more sustainable financial system.
Cultivating Systemic Change
Impact Highlight Report
We discuss the circular economy and cultivating systemic change through shareholder advocacy.
Building the Soil; Building Community
Whether we are baking our own bread, growing our own food, or dusting off old family recipes, our relationship with food is evolving. Community Supported Agriculture is getting more attention than ever as their network of customers and partners expands.
Green Bonds
Impact Highlight Report
In this impact report, we illustrate how Green Bonds offer investors a role to play in economic wellness.
Increasing Communication in the Current Environment
Like you, we are focusing on what is most important as we get used to the new normal. We are determined to continue to provide all our usual services to clients and continue our internal collaboration.
North Berkeley Investment Partners is now North Berkeley Wealth Management
In looking at our brand and history, the name North Berkeley Wealth Management better represents what we do. It indicates the continued importance of place for us and our primary role in people's financial lives.
Kate Campbell King and Brian Kozel honored by BHSDG
Kate Campbell King and Brian Kozel were honored by the Berkeley High School Development Group at their annual partners luncheon.
Film Screening of Havana Curveball
Join us for a special screening of Havana Curveball on Sunday, October 7 at 4 p.m. along with a Q&A with the filmmakers. This is a heart-warming story of an American teenager who faces challenges donating baseball equipment to young Cuban players.
B Corp Social
Meet and connect with fellow B Corps at North Berkeley Investment Partners! All Bs (or friends of Bs!) are welcome to attend and network at our office. We also encourage anyone interested in learning more about B Corps to join us.
Professional Networking Breakfast
We’re hosting a fun and experienced group of real estate agents, attorneys, tax preparers, financial advisors, and other affiliated professionals at our offices in Berkeley. This is a great opportunity to build your professional network and learn where our businesses and referrals might overlap.
Sponsoring Chocolate and Chalk Art Festival in the Gourmet Ghetto
We're proud to be one of the sponsors of this year's Chocolate and Chalk Art Festival.