North Berkeley Wealth Management

North Berkeley Wealth Management is a B Corp certified financial advisor firm that has been serving clients in the Bay Area since 2005. They provide personalized wealth management services, including financial planning, investment management, and impact investing. The company emphasizes relationships and a deep commitment to the well-being of their clients, staff, and communities. They manage over $500 million in assets for individuals, couples, families, trusts, and non-profits. North Berkeley is a fiduciary, which means they are legally obligated to act in their clients' best interests.

North Berkeley differentiates itself by focusing on values-driven financial planning and investment management. They offer a variety of impact investment options, including ESG integration, carbon conscious portfolios, and direct investments in renewable energy, affordable housing, and other positive impact projects. They are also committed to community engagement, supporting a variety of non-profits in the Bay Area through financial contributions, volunteer work, and pro-bono services. They aim to be a visible, sustainable alternative to large financial institutions, with a focus on building long-term relationships with their clients and fostering a healthy and vibrant community.

North Berkeley Wealth Management provides comprehensive benefits to its employees, including paid time off, all stock market holidays off, healthcare and dental insurance for employees and their immediate family, long-term disability, profit-sharing, a 401k plan, free comprehensive financial planning and investment management services, time off to perform community service, and an on-site massage every three weeks.

North Berkeley Wealth Management is a B Corp certified, independent financial advisory firm dedicated to creating a sense of calm and confidence for clients by providing personalized wealth management services. They prioritize client relationships, continuity, and community engagement, offering a range of services including financial planning, investment management, impact investing, and nonprofit investment management. Their mission is to help clients make informed financial decisions that align with their values and goals, empowering them to live their best lives and leave a positive legacy.

North Berkeley Wealth Management cultivates a culture of calm, confidence, and connection. They prioritize long-term relationships with their clients, emphasizing transparency, trust, and a deep understanding of individual needs and values. The firm is committed to fostering a positive and collaborative environment for its employees, encouraging professional development and providing comprehensive benefits. North Berkeley also strongly values community engagement, investing in local organizations and actively promoting sustainability through their investment strategies.

North Berkeley Wealth Management prioritizes diversity, equity, and inclusion (DE&I) in its commitment to a just and equitable society. They actively pursue DE&I in their internal practices, such as measuring workforce demographics, and through their external work with organizations like the YWCA Berkeley/Oakland, which promotes financial literacy for young women. North Berkeley believes that a diverse and inclusive workplace fosters a stronger community and a more equitable financial system.