"Investing With Heart"- Helping You Invest with Wisdom, Stewardship, and Experience for Greater Profit and Impact
Welcome to Progressive Wealth Management!
Welcome to the community of Sustainable Responsible Impact (SRI) investors, committed to making the world a better place with our investment impact and putting our clients first. We provide quality, objective, and independent fee-only investment management and financial planning uniquely customized and in accordance with your values for retirement, income or whatever your financial needs are . While we strive to provide competitive returns, we also believe that life is about more than just profit alone. We often go beyond the normal call of duty in advocating for our clients. We truly care about you,your families, and your success. We help prepare and enable you to thrive, have comfortable and meaningful lives, and reduce anxiety about your finances.
What is SRI Investing?
Is SRI investing just something to make you feel better about your money, or can it really make a difference in the world? We believe that money talks and has tremendous power to make significant impact. The trend is growing, but we need all of us and you to take a stand against greed and the antiquated status quo of maximizing profits at any expense to our planet, people and resources. SRI investing is one of the best and most effective ways we know of to bring about significant change and impact in our troubled world. Click on the button at the top to see "Why We Do What We Do",
We can create a better world where every child is safe, healthy and free.
Sustainable Responsible and Impact (SRI) investing starts with the same fundamental financial analysis tools commonly utilized by all financial managers, but adds additional levels of scrutiny and risk analysis of Environmental, Social and Corporate Governance, (ESG) issues and acts to improve corporate behavior for the benefit of all stakeholders.
Please look at the "SRI investing" page on our website for more information.
Does your current advisor share your values, know what SRI options are available to you, care, or understand you? Or do you get a blank stare or response that is less than desired when you ask questions about SRI, values, or other important topics?
Do you know what your current investments support? We can show you.
While we believe that the "Move Your Money" campaign, encouraging people to move their checking and savings accounts out of the large banks that helped create the financial crisis, and into local community-based credit unions and smaller regional banks, is a great idea; it is only a good first step. We encourage you to take a stand and really make a difference with your money with what we call "Move Your Money 2.0"™, where you transfer your other investment assets and retirement accounts into accounts that provide SRI investment options more closely matching your values and that can potentially have more positive societal impact, whenever possible and prudent. Close to $2 out of every $10 is now invested with Environmental, Social, and Governance (ESG) criteria. Yet according to a recent survey, over 1/2 of the population would choose to invest this way with their values if given the opportunity. So, we still have a long way to go. So take a stand and Be part of the solution!
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 in the world 5. Strive for adaptive, competitive investment returns, without taking on undue risk 6. Provide quality, independent, and objective service and advice, so you can thrive 7. Create a world in which every child is safe, healthy and free We urge you to not make the most common mistake people make, Procrastination! Please click on the button near the bottom of the page to contact us for your complementary consultation and review of your portfolio, and where you can also sign up for our monthly newsletterand market commentary. 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 do 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. Almost every perpetrator has 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 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.