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.

The Humphreys Group: Women-Focused Wealth Management and Financial Planning

The Humphreys Group: Women-Focused Wealth Management and Financial Planning

The Humphreys Group is a women-owned wealth management firm dedicated to providing personalized financial planning and investment management services. With a focus on women’s unique financial challenges, they empower clients to achieve financial independence and success. Their commitment to social responsibility and inclusivity makes them a leader in the industry.

Foresters Financial: Comprehensive Investment Solutions for Wealth Management

Foresters Financial: Comprehensive Investment Solutions for Wealth Management

Foresters Financial offers a range of investment bonds tailored to meet diverse financial goals, from education funding to funeral planning. Their products focus on wealth growth, protection, and intergenerational transfer, ensuring a secure financial future for families. With dedicated support and tools like a bond calculator, clients can confidently navigate their investment journey.

Piguet Galland: Tailored Private Banking and Wealth Management Services

Piguet Galland: Tailored Private Banking and Wealth Management Services

Piguet Galland offers tailored private banking and wealth management services, focusing on sustainable finance and personalized client support. With a commitment to ESG principles, they guide clients through investment strategies, tax advice, and comprehensive financial planning, ensuring responsible growth and long-term impact.

Investment Quorum: Tailored Wealth Management and Financial Planning in London

Investment Quorum: Tailored Wealth Management and Financial Planning in London

Investment Quorum is a boutique wealth management firm in London, providing personalized financial advice and investment services tailored to individual client needs. With a focus on sustainability and a commitment to social responsibility, they help clients navigate their financial journeys with confidence. From young professionals to retirees, Investment Quorum adapts its services to meet the evolving needs of its clients, ensuring a clear path to achieving their financial goals.

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.

BSW Wealth Partners: Independent Wealth Management for a Richer Life

BSW Wealth Partners: Independent Wealth Management for a Richer Life

BSW Wealth Partners is a Certified B Corporation® that provides independent wealth management and investment advisory services. They prioritize clients’ best interests, focusing on living rich lives rather than just accumulating wealth. Their unique approach combines disciplined thought with bold action, ensuring that financial planning aligns with clients’ values and aspirations. With a diverse client base and a commitment to social responsibility, BSW stands out in the investment advising industry.

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.

Mascoma Bank: A Community-Focused Financial Institution Committed to Local Impact

Mascoma Bank: A Community-Focused Financial Institution Committed to Local Impact

Mascoma Bank is dedicated to serving its community by prioritizing local needs over profits. As a Certified B Corporation®, it invests significantly in arts, nonprofits, and economic growth, ensuring that its banking services are accessible and beneficial for all. With a focus on sustainability and community development, Mascoma Bank is a trusted partner for individuals and families.

Physicians Thrive: Comprehensive Support for Physicians’ Career and Financial Success

Physicians Thrive: Comprehensive Support for Physicians’ Career and Financial Success

Physicians Thrive is a specialized platform that supports doctors in navigating their careers and financial decisions. With tailored solutions for contracts, insurance, and wealth management, it empowers physicians to achieve success and independence. The platform also offers resources for personal and professional growth, ensuring comprehensive support at every stage of a physician’s journey.

MY Wealth Planners: Comprehensive Wealth Management and Financial Planning

MY Wealth Planners: Comprehensive Wealth Management and Financial Planning

MY Wealth Planners LLC offers comprehensive wealth management services in Longmont, Colorado. Specializing in tailored financial strategies, they prioritize clients’ best interests through a fiduciary approach. Their services include retirement planning, tax strategies, and estate management, ensuring a holistic financial experience. With a commitment to transparency and community involvement, MY Wealth Planners stands out as a trusted partner for individuals and businesses alike.

Arjuna Capital: Sustainable Wealth Management for a Better Future

Arjuna Capital: Sustainable Wealth Management for a Better Future

Arjuna Capital is a boutique wealth management firm focused on sustainable investing. They align financial goals with environmental and social responsibility, offering a range of fossil-fuel-free investment options. Their approach emphasizes active engagement with companies to promote better sustainability practices, ensuring that investments contribute positively to society and the planet.

Path Financial: Ethical Financial Advisers Committed to Sustainable Investments

Path Financial: Ethical Financial Advisers Committed to Sustainable Investments

Path Financial is a leading ethical financial adviser in the UK, dedicated to aligning investments with personal values and promoting sustainability. They offer a comprehensive range of services, including wealth management, retirement planning, and philanthropy, ensuring clients achieve peace of mind and financial well-being. With a focus on ethical practices and transparency, Path Financial helps clients navigate their financial journey while making a positive impact on society and the environment.

Valvest Partners AG: Independent Asset Management for Sustainable Investments

Valvest Partners AG: Independent Asset Management for Sustainable Investments

Valvest Partners AG is an independent asset management firm that prioritizes quality and transparency in investment decisions. With a focus on thorough research and long-term partnerships, they ensure that client investments are managed with care and integrity. Their commitment to sustainability aligns with global development goals, making them a responsible choice for investors.

Fintama AG: Innovative Solutions for Wealth and Asset Management

Fintama AG: Innovative Solutions for Wealth and Asset Management

Fintama AG, based in Zurich, offers innovative software solutions for wealth and asset managers. Their modular platforms enhance reporting, analytics, and client engagement while promoting sustainability through tailored investment advice. As a member of the OpenWealth Association, Fintama is committed to shaping the future of investment management with a focus on technology and design.

Inbundance Wealth Management: Transforming Financial Peace of Mind

Inbundance Wealth Management: Transforming Financial Peace of Mind

Inbundance Wealth Management focuses on helping individuals achieve financial peace of mind through personalized guidance and transformative education. By understanding clients’ financial histories and aligning investment philosophies with their true purpose, Inbundance fosters genuine relationships that prioritize trust and connection. Their mission extends beyond individual clients, aiming to create a movement towards clarity and community in finance.

TBH Global Family Office SA: Tailored Wealth Management for High-Net-Worth Clients

TBH Global Family Office SA: Tailored Wealth Management for High-Net-Worth Clients

TBH Global Family Office SA is a boutique asset manager in Geneva, specializing in wealth management for high-net-worth and ultra-high-net-worth clients. Founded in 2020, the firm is fully licensed by FINMA and focuses on personalized service within a robust regulatory framework. With a commitment to sustainability and innovation, TBH aims to provide tailored financial solutions while ensuring compliance and transparency.

Sopiad: Simplifying Investment Decisions for Wealth Managers, Life Insurers, and Fund Managers

Sopiad: Simplifying Investment Decisions for Wealth Managers, Life Insurers, and Fund Managers

Sopiad is dedicated to simplifying investment decisions for professionals in wealth management, life insurance, and fund management. By providing science-backed resources and tailored solutions, Sopiad enhances decision-making efficiency while ensuring compliance with sustainability standards. Their innovative tools address the unique challenges faced by these sectors, making complex investment choices more manageable. With a focus on transparency and accountability, Sopiad supports professionals in navigating the evolving financial landscape with confidence.

Curo Capital: Expert Wealth Management and Sustainable Investment Solutions

Curo Capital: Expert Wealth Management and Sustainable Investment Solutions

Curo Capital is a partner-driven fund management company specializing in innovative wealth management and sustainable investment solutions. They focus on building long-term partnerships with clients, ensuring tailored advice that aligns with individual values and financial goals. With a strong emphasis on sustainability, Curo Capital integrates ESG factors into investment strategies, helping clients achieve financial success while making a positive impact on society and the environment.

Rising Financial: Tailored Financial Planning for Healthcare Professionals

Rising Financial: Tailored Financial Planning for Healthcare Professionals

Rising Financial specializes in comprehensive financial planning and values-aligned investing for healthcare professionals. This women-owned, LGBTQ+ friendly firm focuses on creating lasting impact and empowering clients to make informed financial decisions. With a commitment to social responsibility, they blend financial management with sustainable practices, ensuring that clients’ money not only works for them but also contributes to the greater good. Their personalized approach and dedication to community involvement make them a unique partner in achieving financial goals while promoting positive change.

Laird Norton Wetherby: Comprehensive Wealth Management Services Tailored to You

Laird Norton Wetherby: Comprehensive Wealth Management Services Tailored to You

Laird Norton Wetherby offers a unique approach to wealth management, focusing on personalized financial expertise and comprehensive services. With a commitment to integrity and long-term relationships, they provide tailored solutions in wealth planning, investment management, and trust services. Their diverse team ensures that clients receive thoughtful advice that aligns with their unique financial goals. LNW also emphasizes sustainability through responsible investment practices, making it a trusted partner for those seeking to grow their wealth while contributing positively to society.

First Wealth: Tailored Financial Planning and Wealth Management

First Wealth: Tailored Financial Planning and Wealth Management

First Wealth is a Chartered Financial Planning Firm dedicated to helping clients shape their financial futures with clarity and confidence. They offer a range of services, including financial planning, wealth management, and coaching, all rooted in evidence-based strategies. As a Certified B Corp, First Wealth balances profit with purpose, focusing on sustainable investing and community impact. Their resources empower clients to make informed decisions and achieve their financial goals.

Common Interests: A Family Wealth Management Firm Committed to Values-Based Investing

Common Interests: A Family Wealth Management Firm Committed to Values-Based Investing

Common Interests is an independent family wealth management practice that emphasizes values-based investing and social responsibility. Founded in 1994, they focus on aligning financial goals with ethical principles, ensuring that investments promote sustainability and community well-being. Their commitment to transparency and client partnership sets them apart in the financial industry.

Hemonto: Your Trusted Partner for Wealth Management and Investment Oversight

Hemonto: Your Trusted Partner for Wealth Management and Investment Oversight

Hemonto specializes in safeguarding and growing wealth for organizations and individuals. With a focus on independent advice and comprehensive investment oversight, they ensure transparency and optimal returns. Their platform offers a complete overview of investments, backed by extensive data and expertise. Hemonto also shares valuable insights on sustainable investing and asset management, making them a trusted partner in navigating the financial landscape.

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.

Bailard: Comprehensive Wealth and Asset Management Services

Bailard: Comprehensive Wealth and Asset Management Services

Bailard is an independent wealth and asset management firm founded in 1969, offering comprehensive services that align financial portfolios with clients’ values. With a strong focus on responsible and impact investing, Bailard integrates financial, tax, and estate planning to provide a holistic wealth management experience. Their commitment to social responsibility is reflected in their core values and sustainable practices, making them a trusted partner for individuals and institutions alike.

Pech Gestion: Tailored Wealth Management and Financial Planning

Pech Gestion: Tailored Wealth Management and Financial Planning

Pech Gestion specializes in personalized wealth management, focusing on understanding client needs and providing tailored financial solutions. With over 20 years of experience, the firm emphasizes capital preservation and innovative strategies to achieve financial goals. Their commitment to quality and client satisfaction sets them apart in the financial advisory landscape.

Robson Laidler Wealth: Empowering Financial Freedom Through Tailored Advisory Services

Robson Laidler Wealth: Empowering Financial Freedom Through Tailored Advisory Services

Robson Laidler Wealth is an award-winning firm based in Newcastle and Durham, specializing in business advisory and wealth management. With over a century of experience, they empower clients to achieve financial freedom through personalized strategies and a commitment to positive impact. Their unique approach focuses on freeing minds, finances, and time, ensuring that clients can concentrate on what matters most. As the first North East business to certify as a B Corp, they align their operations with sustainable development goals, making a difference in the community and beyond.

Angeles Investments: Customized Investment Solutions for Clients

Angeles Investments: Customized Investment Solutions for Clients

Angeles Investments is a multi-asset investment firm founded in 2001, specializing in customized portfolios for institutional and private wealth investors. With a commitment to sustainability and client-focused solutions, the firm has established itself as a leader in the investment management industry. Their mission is to enhance clients’ investment capabilities while prioritizing social and environmental responsibility.

NorthFork Advisors: Expert Wealth Management with a Purpose

NorthFork Advisors: Expert Wealth Management with a Purpose

NorthFork Advisors is a dedicated team of financial advisors based in Bozeman, Montana, focused on aligning financial goals with personal values. They offer comprehensive wealth management services, emphasizing impact investing and fiduciary responsibility. With a commitment to transparency and sustainability, NorthFork Advisors empowers clients to make informed financial decisions that create meaningful change.

Common Interests: Empowering Financial Wellness Through Socially Responsible Investing

Common Interests: Empowering Financial Wellness Through Socially Responsible Investing

Common Interests is an independent family wealth management practice that emphasizes socially responsible investing. They prioritize values alongside financial metrics, ensuring that investments align with Environmental, Social, and Governance (ESG) principles. Their approach focuses on empowering clients through confidential guidance and a commitment to sustainability, making them a unique player in the financial landscape.

Caprock: A Wealth Management Firm Focused on Client Alignment and Impact Investing

Caprock: A Wealth Management Firm Focused on Client Alignment and Impact Investing

Caprock is a wealth management firm that prioritizes true client alignment and impact investing. By understanding unique client needs, Caprock tailors financial strategies that not only grow wealth but also drive positive change. With a diverse team and a broad geographic reach, they offer exceptional access to exclusive investment opportunities while focusing on sustainability and social responsibility.

Fingerlakes Wealth Management: Holistic Financial Guidance for Every Life Stage

Fingerlakes Wealth Management: Holistic Financial Guidance for Every Life Stage

Fingerlakes Wealth Management offers holistic financial guidance tailored to individual needs. Based in Ithaca, NY, they provide personalized services including financial planning, retirement strategies, and values-based investing. With over 40 years of experience, they help clients navigate life’s financial complexities while aligning investments with personal values. Their commitment to sustainability and community impact sets them apart in the wealth management industry.

Moneco Advisors: Personalized Financial Planning for Individuals and Businesses

Moneco Advisors: Personalized Financial Planning for Individuals and Businesses

Moneco Advisors has been dedicated to client-first financial planning since 1980. With over 40 years of experience, they provide personalized services for individuals, families, and small businesses. Their expertise includes retirement planning, generational wealth transfer, and support for fiduciary responsibilities. Moneco Advisors is committed to clear communication and community involvement, ensuring clients feel confident about their financial futures.

Zevin Asset Management: Sustainable Investment Management for Positive Impact

Zevin Asset Management: Sustainable Investment Management for Positive Impact

Zevin Asset Management specializes in sustainable investment management, helping clients align their financial goals with social and environmental values. With over 25 years of experience, they offer customized strategies that prioritize both returns and positive impact. As a Certified B Corp, Zevin is committed to high standards of accountability and diversity, ensuring that investments reflect the values of their clients. Their approach balances safety and growth, making investing a partnership rather than a puzzle.

Colorado Capital Management: Values-Driven Wealth Management for Meaningful Impact

Colorado Capital Management: Values-Driven Wealth Management for Meaningful Impact

Colorado Capital Management (CCM) is a Boulder-based financial advisory firm that focuses on aligning clients’ wealth with their core values. With over 25 years of experience, CCM offers a fee-only model that ensures unbiased advice, fostering meaningful relationships and a commitment to social and environmental responsibility. Their holistic approach to wealth management encompasses financial planning, investment management, and more, all tailored to individual 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.

Androscoggin Bank: Comprehensive Banking Solutions for Individuals and Businesses

Androscoggin Bank: Comprehensive Banking Solutions for Individuals and Businesses

Androscoggin Bank offers a wide range of banking services tailored for individuals and businesses. With a strong commitment to community growth and sustainability, they provide personal banking, business solutions, mortgage products, and wealth management services. Their focus on social responsibility and security makes them a trusted choice for financial needs.