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.
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.
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.
What does investing for impact look like? Join us for a conversation with David Sand, Chief Impact Officer for Community Capital Management (CRA Fund) as we explore how fixed income investments can offer investors the ability to earmark investments to specific impact themes or geographies (even the East Bay) combining deep analysis, transparency and ongoing due diligence on the use of bond proceeds.
We are excited to announce that Sam Wood-Bednarz, CFP® has been promoted to Lead Advisor at North Berkeley Investment Partners. Sam joined North Berkeley in 2013 and has worked with clients on a broad range of planning and financial issues. Sam now works as an advisor with clients on a full range of financial topics including implementing investment strategies and creating financial plans.
Following the referendum -- commonly referred to as ‘Brexit’ -- the global stock markets fell by roughly 5% over two dramatic days, and then recovered all of those losses as cooler heads prevailed over the next 3 days. In our view this brings two things into focus...