Transformative Wealth Management is a fee-only fiduciary independent Bay Area Registered Investment Advisory (RIA) firm specializing in Sustainable, Responsible, Impact (SRI) investing, sometimes referred to as ESG investing, or short for Environmental sustainability, Social justice, and corporate Governance factors included in the investment process.
Services offered for individuals, families, small businesses, non-profits wanting to include their values and who care about the impact of their money on how they invest, save, and spend.
Our services include:
Complementary no obligation initial consultations, 2nd opinions, and reviews of your current portfolio, investments, and financial plans.
Comprehensive and/or modular financial planning
Sustainable, Responsible, Impact SRI Investment consulting and management for retirement, tax-favored income, trusts, college funds, etc. based on your unique needs and values
Wealth management, philanthropic, tax and estate planning to help you pass your wealth in an intelligent manner to benefit your families, communities and causes you care deeply about
Retirement plan set up and monitoring for businesses, non-profits and individuals
Sudden Wealth and Inheritance consulting, transfer issues, and investment management
High Social Justice and Community Impact investment implementation
Full fee disclosure, transparency, and ongoing performance and impact reporting