What Westfuller Is All About
Westfuller is an independent and objective investment advisory and wealth management firm that’s all about igniting progress and possibility through finance. Every day, they see how financial resources open doors to new opportunities and help welcome change. For families, institutions, diverse communities, and even the planet, these financial resources are what vitalize and protect what truly matters. It’s not just about money—it’s about purposeful financial planning that maximizes assets to drive systemic change. Westfuller artfully weaves together multifaceted investment strategies that align portfolios with missions and values, putting powerful financial might behind the institutions and individuals moving the world in the most positive ways.
The Main Benefits of Partnering with Westfuller
Here’s a quick snapshot of what Westfuller brings to the table:
- B Corp score of 130.2, reflecting strong commitment to social and environmental performance
- Focus on values-aligned investing, mission-aligned investing, and impact investing
- Expertise in sustainable, responsible, and ESG (Environmental, Social, and Governance) investing
- Dedicated to DEI (Diversity, Equity, and Inclusion) representation and perspective
- Special attention to racial justice, climate justice, and gender justice
- Support for BIPOC and black-owned initiatives
- Global, multi-asset class investments with open architecture
- Fiduciary management for both institutions and individuals
Westfuller’s Areas of Focus
Westfuller’s work spans two main groups: institutions and individuals. For institutions, they offer outsourced Chief Investment Officer services, sustainable and impact-focused investments, and fiduciary management—all while emphasizing DEI representation and global investment strategies. For individuals, the focus is on building a financial legacy, values-aligned investments, and fiduciary management, again with a global, multi-asset approach and open architecture. This dual focus ensures that whether you’re an institution or an individual, your investments reflect your mission and values.
The Founders’ Commitment to Service
The founders of Westfuller bring a “service to benefit others” mindset to everything they do. It’s not just about managing money—they actively transfer their knowledge and nonprofit expertise to organizations and people who need it most. Over the years, they’ve taught financial literacy courses at community centers and churches, where they’ve also managed endowments. Their commitment extends beyond finance, serving on 10 boards across New York City and nationwide, including the racial justice group Color of Change and the New York Women’s Foundation, which champions economic security, health access, and reproductive justice for women and girls.
Westfuller’s Unique Identity and Style
Westfuller represents a cosmopolitan mashup of activism, art, literature, design, legacy, purpose, and impact through finance. This isn’t your typical investment firm. It’s a vibrant, multiracial, gender-diverse team bringing style, grit, and excellence to their craft—and to the world. Their approach is as dynamic and multifaceted as the communities and causes they serve, blending financial expertise with a deep commitment to social justice and systemic change.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 5: Gender Equality
- SDG 10: Reduced Inequalities
- SDG 12: Responsible Consumption and Production
- SDG 13: Climate Action
- SDG 16: Peace, Justice, and Strong Institutions
- SDG 17: Partnerships for the Goals
Why Westfuller Matters in Today’s World
In a world where finance often feels disconnected from real-world impact, Westfuller stands out by bridging that gap. They don’t just manage wealth—they channel it toward systemic change, racial and climate justice, and gender equity. Their work shows that investment can be a powerful tool for good, aligning financial success with social responsibility. For anyone looking to make a difference through their investments, Westfuller offers a thoughtful, values-driven path forward.
