"Investing With Heart"- Helping You Invest with Wisdom, Stewardship, and Experience for Greater Profit and Impact
Welcome to Progressive Wealth Management!
We provide quality, objective, and independent fee-only investment management and financial planning uniquely customized and in accordance with your values for retirement, income-growth 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.
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 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 take a look at the "SRI investing" page on our website for more SRI 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 to you, care, ask, 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? And do you know what you own and 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 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.
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.