North Berkeley Wealth Management provides comprehensive financial planning and investment management. As fiduciaries, we always work in your best interest, and our financial advisors use their expertise and creativity to address immediate concerns and develop long-term plans to create a sense of confidence in your financial decision-making.
Decision-Making
Financial Planning
Our team of experts helps you articulate and plan for your needs and goals, recognizing that life is dynamic. We are your reliable thought partner during moments of change.
- Retirement Planning
- Estate Planning
- Charitable and Philanthropic Giving
- Education Funding
- Tax Analysis
- Insurance Planning
- Cash Flow Analysis
Guidance
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)
Socially Responsible decision-making
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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Fees
Our only compensation comes from our clients. Our fees are based on assets under management and include comprehensive investment management and financial planning.
Learn MoreFiduciary
We are a registered investment advisor (RIA) with a fiduciary responsibility to our clients. Every decision regarding your portfolio and all rendered advice is conducted in your best interest.
We’re here as your advocate.
Conflict-Free Advice
Our fees are simple and transparent with no conflict of interest. Many advisors and brokers work on a commission basis, promoting products for which they receive monetary compensation.
We’re here to help, not to sell.