Values-based wealth management & planning

Serving individuals, families, small businesses, trusts and foundations

Estate planning & intergenerational wealth transfer

Tax strategies (domestic & international)

Sustainable, Responsible and Impact Investing (SRI)

Philanthropy, giving strategies and wealth redistribution

Extended family engagement & financial coaching

Shareholder activism

Mission-aligned investing

Holistic & dynamic client service

Integrated strategizing with other professionals (CPA, attorney, etc.)

Direct impact investments, 1031 exchanges, opportunity zones and private placements (as appropriate)

Life-enhancing financial empowerment and resiliency building

Emotionally sensitive & trauma informed practices

Proud to serve clients with diverse and/or non-normative backgrounds, interests, and life experiences

Over 45 years of combined experience in SRI-focused wealth management