Our Services

As a boutique, personal financial planning and investment management firm focused on values-based investing, we bring your financial, investment, tax, estate, and sustainability goals together into one integrated plan specific to you, your needs, and your beliefs.

Our focus areas currently encompass:

• Financial planning, including tax and estate strategy
• Diversified, values-based investment portfolios
• Alternative investments, including direct investing in sustainable opportunities
• Increased awareness of sustainable practices – renewable energy optimization

These services are built for small business owners, founders, and individuals who want their financial life managed with the same care as their values.

We practice what we preach. As a Certified B Corp and 1% for the Planet member, we offer financial planning, tax and estate planning, and investment management that incorporate values-based investing strategies. We strive to work with third-party service providers who share our similar values.