Specializing in Sustainable Responsible Impact SRI/ESG investing for over 30 years
Welcome to Transformative Wealth Management, LLC
Do your investments make climate change better or worse? Take our free Impact Assessment to see how your portfolio impacts causes you care about.
About
We are a Fee-Only fiduciary Bay Area financial planning and wealth management firm dedicated to providing comprehensive wealth planning and strategic investment management that also incorporates your unique values in the process with over 30 years of experience working with environmentally and socially conscious investors.
Our Philosophy
Our focus is to understand your goals, wishes, hopes, dreams, and values to help you develop a customized plan and work together with you to actualize your life plan.
We offer a free no obligation initial meeting with you to analyze your situation and needs to help determine how we can work together to help you achieve your financial wellness and support your impact goals.
Our Process
A strong collaborative planning process is the best way to create a financially secure future while doing good in the world. It is crucial to work together to create a financial plan that seeks to protect your needs now, and that plans for your future, in a tax efficient manner and that incorporates your values, goals, family, community and philanthropic vision.
Screening
Using positive and negative filters to select investments (avoid or include investments) to maximize impact.
Shareholder Advocacy
Using your rights as stakeholders to influence the direction of business to improve their community and societal impact.
Community Investing
Providing credit, equity, capital, and banking to the underserved and minorities who otherwise might not have access, offering as a handup and not a handout..
Fee Only
Our advisors are compensated only by their clients (no commissions, no product sales). Fees are fully disclosed and are hourly or based on assets under management.
Comprehensive
Our advisors work with you on all aspects of your finances to help you formulate a unified financial plan and help you fully implement it.
Fiduciary Standard
Our advisors work only for you, as a fiduciary, to represent your best financial interests.
