"Investing With Heart"- Helping You Invest with Wisdom, Stewardship, and for Greater Profit and Impact for over 25 Years
Welcome to Affirmative Wealth Management!
Are you looking for a partner you can trust who cares about you and what you value, and so you can spend more time enjoying your life, family and your friends? Do you believe the myth that you have to sacrifice investment returns if you also want to have impact with your money?
We want to get to know you and your values, not just your financial goals, because we know life is about much more than just money. Plus, you can make competitive returns.
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 undue risk 5. Provide quality, independent, and objective fee-only service and advice 6. Help enable you to impact and change what is most important to you in the world 7. Work towards creating a world in which everyone is safe, healthy and thriving
The most common mistake people make is Procrastination! So, contact us! People do best that plan, but don't mistake hoping and dreaming with planning.
Would you like to align your investments with your values and help make a difference?
We can show you how, by clicking the "Free Portfolio SRI and Risk Analysis" button at the bottom. There is no obligation, pressure or cost to you. Are you concerned about the future of our planet and care about the kind of world we leave for our children and their children? So are we. Would you like to do what you can to reverse climate change, steward scarce natural resources, reduce environmental degradation and pollution risks, improve the status of minorities, women, children and families, reduce poverty equitably and with dignity, foster education and quality of life for all, promote and adapt to technologies that help improve our world, make life simpler and more enjoyable, improve racial and cultural relations, reduce conflicts of interests and increase transparency of financial and political workings? If so, then we share your values and concerns. Together we can do these more effectively. There is power in numbers; our community is increasing, and we're continually making progress.
Please look at the "SRI Investing" page on our website for more information and details on how your investments can better align with your values and have more impact for positive change in the world! See why at the "Why We Do What We Do" button at the top.
Does your current advisor share your values, even care, or "get" you? Or do you get a blank stare when you ask questions like what are my investments supporting, or other important questions?
You have nothing to lose and everything to gain by contacting us. We are happy to answer your questions, show how we can help you, and possibly relieve your financial anxieties.
We believe aware and educated clients makes better decisions. Schwab and Vanguard research shows 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 forover 25 yearswith SRI investment management and financial planning.
As fee-only 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 the perpetrators had their own self-clearing custodial firm, and therefore were able to hide fraud and falsify statements. As fiduciaries, we follow a fiduciary code of conduct and go to extra lengths to prevent and avoid potential conflicts of interest to 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 Schwab Institutional. You send your money, not to us, but directly to the Independent custodians who account for all transactions in your accounts and report directly to you. Changes can't be made to your accounts without your knowledge, and you are notified of any attempted changes to your account. The custodians 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 website'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 all we do to protect you.
Investment Advisory services through Protected Investors of America (PIA), an SEC Registered Investment Advisor (RIA). Affirmative Wealth Management and First Affirmative FN are not affilitates or subsidiaries of PIA