Our 2021 community engagement report is about investing in positive change.
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®.
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.
North Berkeley Wealth Management congratulates Lead Advisor and Director of Financial Planning, Sam Wood-Bednarz, CFP® on his new role as Partner.
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?
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.
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.
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.
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.
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.
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.
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