About nbwm

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So far nbwm has created 21 blog entries.

We Welcome Two New Advisors to Our Team

By |2021-08-10T15:34:15-07:00August 10th, 2021|

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

By |2021-06-01T14:13:42-07:00March 31st, 2021|

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.

Berkeley Food Network

By |2021-03-09T15:21:54-08:00March 3rd, 2021|

Community Partner Highlight
In 2020, the Berkeley Food Network stepped up to the impact of the coronavirus pandemic on food insecurity in our local communities.

2020 Community Engagement Report

By |2021-02-19T13:38:20-08:00February 11th, 2021|

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

By |2021-04-20T11:57:54-07:00December 16th, 2020|

North Berkeley Wealth Management was featured on the Investing Forward podcast discussing community investing, CDFIs, and CNote.

Green Bonds

By |2021-06-01T14:13:20-07:00April 1st, 2020|

Impact Highlight Report
In this impact report, we illustrate how Green Bonds offer investors a role to play in economic wellness.

Film Screening of Havana Curveball

By |2020-01-31T12:45:05-08:00September 18th, 2018|

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

By |2020-01-31T12:38:30-08:00September 16th, 2018|

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

By |2020-01-31T12:47:15-08:00September 15th, 2018|

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.  

Professional Networking Breakfast

By |2020-01-31T12:48:01-08:00July 3rd, 2018|

We're hosting a fun and experienced group of professionals at our offices in Berkeley. If you're a local professional wanting to expand your network, join us for breakfast on August 8

Bike to Work Day 2018

By |2020-01-31T12:39:04-08:00April 24th, 2018|

Bike to work day is on May 10. Pump up those tires, put on your helmet and ride on over. Visit our Energizer Station to get your free Bike to Work Day bag.