Wealth Management
Whether you're taking your first steps or fine-tuning your investment plan, consider us your trusty companions for every twist and turn.
We get it – money moves can feel like a maze. But guess what? We're here to be your GPS.
Our mission is to empower you with the knowledge, tools, and personalized strategies that drive you towards financial success.
Let us take the guesswork out of investing so you can focus on enjoying the journey to reach your financial destination.
Socially Sustainable Investing (SRI)
What is "Socially Sustainable Investing?"
Socially Responsible Investing will have different names, such as "sustainable and responsible investing" , "values-based investing" or "ESG" which stands for Environmental Social and Governance. Whatever term is used, the investment discipline is usually characterized by a set of principles that govern how investments are selected.
Socially Conscious Investing is for clients wanting to invest their money in socially responsible securities.
- Are you concerned with the kind of impact a company has on the environment?
- Does investing in companies associated with activities that are considered unethical make you uncomfortable?
- Do you want a company that improves its social impact, both within the company and in the broader community?
Socially Conscious Investing addresses how a company serves all its workers, communities, customers, shareholders and the environment.
Some individuals are passionate about social impact and this is a way for them to make a difference. For them, the social impact of investing is just as important—perhaps, more important.