"Investing With Heart"- Helping You Invest with Wisdom, Stewardship, and for Greater Profit and Impact for over 23 Years
Welcome to Affirmative Wealth Advisors!
Are you looking for a partner you can trust, so you can spend more time with your family and friends and doing what you enjoy doing? We want to know your values, not just your financial goals, because we know that life is about more than just money.
Our mission and Commitment is to:
1. Put your needs first and before our own 2. Make your life easier and more satisfying, thereby reducing your financial anxiety 3. Support your needs and values in a responsible manner 4. Help you be a better change agent for what you wish to impact or change in the world 5. Strive for adaptive, competitive investment returns, without taking on undue risk 6. Provide quality, independent, and objective fee-only service and advice 7. Work towards creating a world in which everyone is safe, healthy and thriving
We urge you to not make the most common mistake people make, Procrastination!
Please look at the "SRI investing" page on our website for more information, and click on the "Why We Do What We Do" button near the top of the page!.
Does your current advisor share your values, know what SRI options are available, care, ask, or "get" you?
Or do you get a blank stare or response that is less than desired when you ask questions about SRI, your values, or other important topics?
Do you know what you own and what your investments support? Would you like to?
Would you like to better align your investments with your values and help make a difference in the world?
We are here to help and more than happy to show you how, by clicking the "Free Portfolio Analysis" button at the bottom. You are under no obligation or pressure, and there is no cost to you.
You have everything to gain and nothing to lose. We are happy to answer your questions, show you how we can help you, and maybe even relieve some of your financial anxiety in the process. We believe an aware and educated client makes better decisions. Plus, research has shown that people who plan and work with an independent RIA advisor do up to 3 times better than those who don't.
We have served individuals, small-business and non-profits since1988 with SRI investment management and financial planning.
As fiduciaries, we put your needs and interests before our own.
Client Protections and Bernie Madoff-The common denominator in most Ponzi schemes and scams like Bernie Madoff were that clients gave money directly to the perpetrators who had their own self-clearing custodial firm, and therefore able to hide fraud and falsify statements. As fiduciaries, we go to extra lengths to avoid potential conflicts of interest and protect you from these types of risks. Therefore, we do not custody or hold any client funds or securities. Independent third party custodians handle custody of all of your funds and securities, such as Charles Schwab Inc. These third party custodians account for all transactions in your accounts and report directly to you. Changes can not be made to your accounts without your knowledge and consent, and you are notified of any attempted changes to your account. Independent custodians that we use carry additional insurance coverage of up to $50,000,000 per client to protect you from fraud.
You can find our ADV-Part 2A and 2B, (SEC required disclosure documents) on our site's "client information" page under the "more" tab, or you can request a written copy from us and about added insurance coverage. We fully disclose all fees and charges to our clients and want you to understand how we work to protect you.
Advisory services offered through Protected Investors of America (PIA), an SEC Registered Investment Advisor (RIA). Progressive Wealth Management and First Affirmative FN are not affilitates or subsidiaries of Protected Investors of America.