About nbwm

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So far nbwm has created 24 blog entries.

Giving with Intention

By |2023-05-26T10:56:46-07:00November 19th, 2021|

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’

By |2023-05-26T10:59:00-07:00September 10th, 2021|

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

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 |2022-02-01T15:50:43-08:00March 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.

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 |2022-02-01T15:38:41-08:00December 16th, 2020|

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

Building the Soil; Building Community

By |2022-02-01T15:39:55-08:00April 27th, 2020|

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

By |2022-02-01T15:50:32-08:00April 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 |2023-02-16T17:18:25-08:00September 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 |2023-02-16T17:19:01-08:00September 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 |2023-02-16T17:19:42-08:00September 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.