In 2010, after more than a decade of practicing wealth management independently, Jina Penn-Tracy and Stuart Valentine met and began collaborating. In 2017, they co-founded Centered Wealth, an investment and financial planning firm focused exclusively on sustainable, responsible, and impact investing. Our goal is to create measurable positive progress in the world on behalf of our clients, and to enhance the experience of Centered Wealth that comes from connecting one’s life purpose with one’s financial choices and investment portfolio. We serve clients nationwide and U.S. citizens living abroad. Introductory meetings are complimentary.

Our Centered Wealth Commitment to Clients

• Collaborative Approach. Cultivate patience, clear communication, and generosity.

• Conscientious Care. Mindfully support clients with efficient, systemized processes in service of a meaningful experience.

• Creative Optimism. Embrace change with a spirit of curiosity and inner resilience.  

• Connected Community. Build trusting, inclusive relationships through self-awareness, accountability, and empathy.

• Committed to Right Action. Co-creating a world of justice, peace and wellbeing for all.