What is North Berkeley Wealth Management?
North Berkeley Wealth Management is a firm that’s been around since 2005, dedicated to helping clients protect and grow their assets in ways that truly align with their goals and values. It’s not just about numbers here; it’s about relationships and a genuine commitment to the well-being of clients, staff, and the wider community. This isn’t your typical investment firm — it’s a place where personalized service meets deep expertise, all wrapped up in a client-centered approach.
Main Benefits of North Berkeley Wealth Management
Here’s a quick snapshot of what makes this firm stand out:
- Managing over $500 million in assets
- Serving individuals, couples, families, trusts, and nonprofits
- Independent and free from conflicts of interest common in big banks and Wall Street firms
- Fiduciary responsibility—always putting clients’ interests first
- Strong emphasis on transparent, positive client relationships
- B Corp certified with a score of 109, reflecting high standards in social and environmental performance
The Expert Team Behind the Scenes
The strength of North Berkeley Wealth Management lies in its people. The firm is built on a team of dedicated experts, each bringing a unique set of skills and deep knowledge to the table. Every client benefits from the guidance of their personal advisory team, plus the full support of the firm’s resources. It’s a collaborative environment where expertise meets personalized attention, ensuring clients always feel supported and understood.
Core Values That Drive the Firm
At the heart of North Berkeley Wealth Management is a client-centered philosophy. The firm prides itself on offering a transparent and positive relationship, steering clear of the conflicts of interest that often plague larger financial institutions. Being independent means they can focus solely on what’s best for their clients. Plus, as a fiduciary, they’re legally and ethically bound to act in their clients’ best interests—no exceptions. It’s about trust, integrity, and putting people first.
Commitment to Community Well-Being
North Berkeley Wealth Management doesn’t just talk the talk when it comes to community involvement—they walk the walk. The firm actively invests in the health and vibrancy of its local community by sharing expertise, volunteering time, and providing direct financial support to community partners. This commitment reflects a broader belief that business can be a force for good, creating positive impact beyond just financial returns.
Project Impact: Sustainable Development Goals (SDGs) Linked to North Berkeley Wealth Management
- SDG 8: Decent Work and Economic Growth – promoting sustainable economic growth through responsible investment
- SDG 10: Reduced Inequalities – supporting diverse clients including nonprofits and trusts
- SDG 12: Responsible Consumption and Production – emphasizing sustainable and socially responsible investing
- SDG 17: Partnerships for the Goals – collaborating with community partners and stakeholders
B Corp Certification: Business as a Force for Good
Since its founding, North Berkeley Wealth Management has aimed to be a visible, sustainable alternative to the big financial institutions often driven by short-term gains and conflicts of interest. Becoming a B Corp was a natural step—this certification holds the firm to rigorous standards around social and environmental performance, accountability, and transparency. It’s a badge of honor that signals a genuine commitment to using business as a force for good, not just profit.
