"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? Wouldn't you prefer spending more time enjoying your life, family and your friends and worry less about money? Have you been told that you have to sacrifice investment returns to have positive impact with your money? It's a myth!
You can invest well, and do good. We would like to get to know you and your values, not just your financial goals, because life is about 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 stress 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 Impact 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? We share your values and concerns. Together we can be more effective. There is power in numbers; our community is increasing, and we're continually making progress.
Please look at our "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, care, or "get" you? Do you know what your current investments are supporting?
You have nothing to lose and everything to gain by contacting us. We will happily answer your questions, show how we can help, and likely relieve your financial stress.
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.
We use independent third party custodians, such as Schwab to reduce conflicts of interest and to protect you. See the Schwab insurance brochure below. 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