Investment Advisory

How and where you decide to invest your money is a personal choice.  Whether you choose to invest with me, do it yourself or invest with someone else, you can still benefit from my advice and service.  I will review and analyze your current investments to be sure they are aligned with your goals and values.  

While some clients may like to manage their investments themselves, others would prefer to outsource the job.  Here is where I can help.  I will research and create an investment plan to meet your goals

My sustainable investing philosophy is anchored on the belief that people want to align their money with their values.  On a day to day basis, we buy brands we are loyal to, shop stores because we relate to their mission.  Why should investing be any different.  Whether saving for retirement or investing for the future, I can help you build a portfolio that reaches your goals and supports the companies that mirror your values.

With each client I develop a deep understanding of how their principles and values shape their personal financial goals. My enthusiasm to understand each individual’s ideology is transposed into a comprehensive financial strategy.  Every client is provided a unique roadmap allowing their pursuit of financial goals to also support positive social, technological or environmental practices.

I am committed to helping clients manage their financial portfolio efficiently and with purpose. Whether an individual, a couple, family or even multi-generational; every client is given my full attention to ensure a commitment to reaching their financial goals while pursuing positive change.

Employment trends are changing and we don't stay forever at one company.  Whether you've got one or two old accounts or a slew of them, what do you do with them so you don't lose track?  You have options.  Let's discuss what they are.