Stewart Group: Trusted Financial Advisors in New Zealand

Stewart Group: Trusted Financial Advisors in New Zealand

Stewart Group is a family-owned financial advisory firm in New Zealand, dedicated to providing personalized, fee-only financial advice. With over 38 years of experience, they focus on client-centered solutions tailored to individual goals. Their expertise spans wealth management, retirement planning, and ethical investments, ensuring clients receive unbiased guidance. Stewart Group’s commitment to sustainability and community engagement further enhances their reputation as trusted financial stewards.

Capricorn LLC: Sustainable Investment Solutions for Impact-Driven Growth

Capricorn LLC: Sustainable Investment Solutions for Impact-Driven Growth

Capricorn LLC specializes in sustainable investment solutions, focusing on aligning financial growth with positive environmental and social outcomes. With over 25 years of experience, they offer tailored OCIO services to help clients achieve their financial goals while making a meaningful impact. Their investment philosophy integrates critical themes like climate change, healthcare, and economic opportunity, ensuring that investments contribute to global sustainability efforts. Capricorn’s commitment to the Sustainable Development Goals further underscores their dedication to responsible investing.

Oakham Wealth Management: Intelligent and Sustainable Investment Solutions

Oakham Wealth Management: Intelligent and Sustainable Investment Solutions

Oakham Wealth Management Ltd is a boutique investment firm based in Mayfair, London, specializing in intelligent and sustainable asset management. Founded in 2004, they focus on long-term investment strategies that align with environmental, social, and governance (ESG) principles. As a certified B Corporation, Oakham is committed to balancing profit with purpose, ensuring that their investment strategies contribute positively to society and the environment.

BakerAvenue Wealth Management: Tailored Financial and Investment Services

BakerAvenue Wealth Management: Tailored Financial and Investment Services

BakerAvenue Wealth Management specializes in personalized financial and investment services, focusing on sustainability and long-term growth. Their expert team offers tailored strategies for tax planning, impact investing, and comprehensive wealth management, ensuring clients achieve their financial goals while making a positive societal impact.

Goldfarb Financial: Personalized Financial Advisory and Impact Investing

Goldfarb Financial: Personalized Financial Advisory and Impact Investing

Goldfarb Financial is a boutique financial advisory firm dedicated to personalized financial planning and impact investing. With a focus on sustainability and social responsibility, they provide tailored services in Buffalo, NY, and New Orleans, LA. Their unique approach emphasizes the importance of individual client stories and values-based strategies, ensuring that every financial decision contributes positively to society.

Holden & Partners: Independent Financial Advisory Firm Specializing in Ethical Investments

Holden & Partners: Independent Financial Advisory Firm Specializing in Ethical Investments

Holden & Partners is an independent financial advisory firm based in London, specializing in ethical and conventional investment strategies. Since 2003, they have provided tailored financial planning and investment management services to a diverse clientele, including families, charities, and business owners. Their commitment to sustainability is highlighted by their B Corp accreditation, ensuring that they prioritize both people and the planet in their investment approaches.

Northwest Capital Management: Your Path to Tailored Financial Freedom

Northwest Capital Management: Your Path to Tailored Financial Freedom

Northwest Capital Management (NWCM) is dedicated to guiding individuals and businesses toward financial freedom through personalized financial planning and investment strategies. With a focus on understanding each client’s unique circumstances, NWCM crafts actionable plans that evolve with life changes. Their comprehensive services include retirement planning, tax strategies, and estate management, ensuring clients achieve their vision of wealth. NWCM’s commitment to sustainability aligns with global goals, making financial security accessible to all.

BpH Wealth Management LLP: Your Partner in Lifestyle Wealth Management

BpH Wealth Management LLP: Your Partner in Lifestyle Wealth Management

BpH Wealth Management LLP, founded in 1984, offers expert financial advisory services with a focus on Lifestyle Wealth Management. Their fiduciary commitment ensures clients’ interests are prioritized, fostering a balance between financial goals and societal contributions. With a dedicated team and a strong commitment to professional growth, BpH Wealth stands out in the financial advisory landscape.

QFS: Comprehensive Financial Advisory and Client-Centric Solutions

QFS: Comprehensive Financial Advisory and Client-Centric Solutions

QFS is a financial advisory firm dedicated to client success through innovative solutions and a commitment to sustainable development. Founded in 2015, they leverage extensive experience in global markets to provide tailored services across various sectors. Their approach emphasizes collaboration, responsible leadership, and the integration of technology to enhance decision-making. With a strong focus on Diversity, Equity, and Inclusion, QFS aims to drive positive change while ensuring financial performance aligns with societal goals.

Clarius Group: Your Trusted Family Office for Financial Stewardship

Clarius Group: Your Trusted Family Office for Financial Stewardship

Clarius Group serves as a dedicated family office, offering comprehensive financial services tailored to meet the unique needs of families. With a focus on security, integrity, and transparency, Clarius empowers clients to concentrate on what truly matters while ensuring their financial lives are organized and aligned with their goals.

Centrus: Leading Treasury and Corporate Finance Advisor for Affordable Housing and Infrastructure

Centrus: Leading Treasury and Corporate Finance Advisor for Affordable Housing and Infrastructure

Centrus is a premier treasury and corporate finance advisor focused on the affordable housing sector and infrastructure. With a commitment to sustainability and expertise across various sectors, Centrus delivers tailored financial solutions that drive impactful results. Their dedication to energy resilience and support for the energy transition to net zero showcases their role in shaping a sustainable future. By leveraging advanced analytics and a purpose-driven approach, Centrus is redefining financial services for the betterment of society.

WE Family Offices: Tailored Wealth Management for Families

WE Family Offices: Tailored Wealth Management for Families

WE Family Offices offers personalized wealth management services for families, focusing on preserving and growing intergenerational wealth. With a commitment to understanding each family’s unique story, they provide tailored strategies that prioritize relationships over products. Their collaborative approach ensures families navigate complex financial landscapes with confidence, fostering sustainable practices and financial literacy.

Quantfolio: A Comprehensive Advisory Platform for Financial Institutions

Quantfolio: A Comprehensive Advisory Platform for Financial Institutions

Quantfolio offers a robust advisory platform tailored for financial institutions, enhancing compliance, client engagement, and operational efficiency. With features like automated onboarding and customizable solutions, it transforms the advisory process for wealth managers and banks alike. The platform empowers both clients and advisors, ensuring a seamless experience while maintaining high standards of compliance and ethical practices.

Investment Circle: Connecting Investors with Sustainable Opportunities

Investment Circle: Connecting Investors with Sustainable Opportunities

Investment Circle is a Swiss-based financial advisory firm focused on connecting investors with sustainable technology opportunities. By leveraging a robust network and tailored investment proposals, it enhances the funding journey for startups and investors alike. With a commitment to transparency and collaboration, Investment Circle is reshaping the investment landscape in Europe.

Legend Wealth: Tailored Investment and Wealth Management Solutions

Legend Wealth: Tailored Investment and Wealth Management Solutions

Legend Wealth is a global business intelligence firm specializing in personalized investment advising and wealth management. With a focus on tailored solutions, they address diverse client needs through innovative strategies and ethical governance. Their commitment to sustainability and transparency sets them apart in the financial landscape.

Sora Finance: Advisory Services for Impact Entrepreneurs Focused on Sustainability

Sora Finance: Advisory Services for Impact Entrepreneurs Focused on Sustainability

Sora Finance is an advisory organization dedicated to supporting impact entrepreneurs through high balance operations that prioritize ecological and social values. Since 2014, they have been committed to transparency and ethical practices, partnering with organizations like La Nef to drive meaningful change. Their B Corp certification underscores their dedication to social and environmental performance, making them a trusted ally for businesses seeking to make a positive impact.

Artesian: A Global Leader in Alternative Investment Management

Artesian: A Global Leader in Alternative Investment Management

Artesian is a global alternative investment management firm founded in 2004, specializing in public and private debt, venture capital, and impact investment strategies. With a focus on delivering sustainable performance and value, Artesian supports innovative ideas and founders while adhering to core values of integrity, collaboration, and sustainability. The firm’s diverse portfolio and tailored solutions position it as a leader in the investment advisory landscape.

Figure 8 Investment Strategies: Impactful Investment Advisory for Social Change

Figure 8 Investment Strategies: Impactful Investment Advisory for Social Change

Figure 8 Investment Strategies is an SEC-registered investment advisory firm dedicated to using capital for meaningful social and environmental change. Founded in 2016, the firm focuses on sustainable and responsible investing, helping clients align their financial goals with their values. With a diverse clientele and a commitment to advancing social justice, Figure 8 stands out as a leader in the investment advising industry.

Sonen Capital: Tailored Impact Investing Advisory for Sustainable Futures

Sonen Capital: Tailored Impact Investing Advisory for Sustainable Futures

Sonen Capital specializes in impact investing advisory services, offering customized portfolio solutions that align financial goals with social and environmental objectives. With over 150 years of combined experience, the firm emphasizes active listening and collaboration to create tailored wealth management strategies. Their commitment to integrating sustainability into investment processes ensures that each portfolio not only aims for financial returns but also contributes to a better world. Explore how Sonen Capital is redefining investment management through a holistic approach to impact investing.

Discover Impact Wealth: Your Partner in Financial Success and Sustainability

Discover Impact Wealth: Your Partner in Financial Success and Sustainability

Impact Wealth is a financial advisory firm based in Saint Andrews, New Brunswick, dedicated to helping clients navigate their financial journeys. With over a decade of experience, the firm offers personalized solutions for individuals and businesses through its unique 360°Impact™ process. As the first Certified B Corp wealth advisor in Atlantic Canada, Impact Wealth prioritizes social and environmental responsibility, contributing to sustainable development goals while ensuring clients achieve their financial aspirations.