"Investing With Heart"- Helping You Invest with Wisdom, Stewardship, and for Greater Profit and Impact for over 25 Years
Welcome to Affirmative Wealth Advisors!
Are you looking for a partner you can trust, so you can spend more time doing what you enjoy doing and with your family and friends? We want to get to know you, your values, and not just your financial goals, because we know that life is about so much 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. Strive for adaptive, competitive investment returns, without taking on undue risk 5. Provide quality, independent, and objective fee-only service and advice 6. Help you be a better change agent for what is important for you to want to impact or change in the world 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 to how your investments can have more impact for positive change in the world!
Does your current advisor know or share your values, voluntarily offer you SRI options, even care, ask, or "get" you? Or do you get a blank stare or response that is less than what you desire when you ask questions about what are my investments supporting, or other important topics?
Do you want to know what your investments support?
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 to show you how, by clicking the "Free Portfolio Analysis" button at the bottom. There is no obligation, pressure or cost to you.
You have nothing to lose and everything to gain. We are happy to answer your questions, show you how we can help you, and maybe even relieve some of your financial anxieties. We believe an aware and educated client makes better decisions. Plus, research has shown thatpeople who plan and work with an independent RIA advisor do up to 3 times better than those who don't plan.
We have served individuals, small-business and non-profits forover 25 yearswith 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. Independent 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 to protect you from fraud. Download the brochure below to see how Schwab protects your assets.
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). Affirmative Wealth Advisors and First Affirmative FN are not affilitates or subsidiaries of PIA