Complete Financial Planning
& Values-driven Investment Management

Our Expertise

We provide comprehensive financial planning and investment management services that help you align your personal values and goals with your financial decisions. We are your guide and support system for a balanced financial life and lasting legacy.

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Our Advisors

Our Advisors are invested in your long term success. We work as a team behind the scenes, so even as each of us is uniquely partnered with specific clients, our individual areas of expertise are available to every client's particular situation.

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About Our Firm

Since 2005 we’ve helped our clients protect and grow their assets and accomplish their goals. That’s because we’ve emphasized personal relationships, with a deep commitment to sustainability and socially responsible communities that sets us apart from other advisory firms.

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Art/Artist in the Family

Personal Legacy Seminar

Art/Artist in the Family

On Tuesday, October 25 Alla Efimova, founder and principal of KunstWorks, will present an insightful seminar on stewardship of art collections for individuals and families caring for art assets. KunstWorks, a contemporary arts management company with world-class expertise, offers comprehensive unbiased services for artists, heirs, and collectors to uncover the value in and design the future of their art assets.

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Art at North Berkeley

Botanical Languages Art Exhibit

Art Exhibit

Botanical Languages

We are pleased to be featuring the art of four talented Bay Area artists with four unique perspectives of the botanical world. Selected works by Sonia Gill, Lee McCaffree, Lorrie Fink and Katie McCann are on display in our offices at 1820 Solano Avenue through November.

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Art Exhibits


How We Think

October 2016

Market Commentary

What does it mean to be a long-term investor?

Conventional wisdom tells us that we should be focused on the long term. But what does that mean exactly: five years, ten years, longer? The answer generally is – it depends. Since "it depends" is not a very satisfying answer we decided to focus on three underlying questions about being a long-term investor.

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Awards and Recognitions

Best for the World

North Berkeley named "Best for the World for Workers"

For the third year in a row we've been named Best for the World for Workers among certified B Corporations. We're proud to be honored alongside other like-minded businesses that continue to demonstrate the many ways businesses can be a force for good in the world.

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