The North Berkeley Wealth Management approach to investment and financial planning protects you and your family while positioning you to live life according to your goals and interests. Our financial advisors address immediate concerns and develop long-term plans that relieve worry and indecision.

Financial Planning

Comprehensive Financial Planning

We provide a team of experts to help you articulate and plan for your future needs and goals.

  • Retirement planning
  • Estate planning
  • Charitable and philanthropic giving
  • Tax analysis 
  • Insurance
  • Long term care
  • Education funding
  • Cash flow
  • Donor Advised Fund (DAF)
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Investment Management

  • Customized portfolio construction
  • Regular performance and allocation reviews
  • Tax consideration in portfolios
  • Impact and ESG investment options
  • 401(k) management for current and past plans
  • Inherited stock management
  • Stock option strategies
  • 529 plans and other education savings solutions
  • Donor Advised Funds (DAF)
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Impact Investing

Impact Investing

Impact investing encompasses a wide range of decisions about how your investment assets have an impact in the world. Variously called socially responsible investing, sustainable investing, ESG (environmental, social, governance) investing, the fundamental intent is to align investment decisions with the interests of multiple stakeholders – not only shareholders.

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Nonprofit Investment Management

North Berkeley Wealth Management brings years of dedication and experience to our work with mission-driven organizations. Our goal is to strengthen organizations by providing financial clarity and stability through the proper management of their reserves.

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