Services

Curated Investment Solutions Made With You In Mind

FOR INDIVIDUALS

You deserve a made-just-for-you investment solution firmly-rooted in your personal values. We create a Mindful Wealth Map that coordinates your entire financial life and changes with you as life changes.

Our comprehensive range of financial services includes everything from in-depth financial and retirement planning to asset management and philanthropic giving. For every service we offer, we work with you to determine your values, passions, and goals. Then we develop a curated financial plan and investment solution made with you in mind.

If you’re a tech-savvy saver who doesn’t need the comprehensive services of a human financial advisor, check out our digital financial services at HappinessDividend.com.

FOR BUSINESSES

Small businesses are the lifeblood of our local community. As a small business ourselves, we understand the day-to-day financial struggles faced by most business owners. We offer a wide range of financial services created just for you and your employees. Together, we help you:

Develop a long-term strategy for sustainable growth

Create a financial literacy program for your employees

Assess your current retirement plan options

Craft a graceful exit plan when you decide to close-up shop

FOR NON-PROFITS, FOUNDATIONS AND ENDOWMENTS

Non-profit organizations are the backbone of the Bay Area community. As a non-profit you take care of the most vulnerable members of our community. You work tirelessly to make our world a better place.

Because of your unwavering commitment to our community, we’re committed to you.

Have a financial challenge you can’t overcome? We can help with that.

In the process of creating an endowment? We can help with that too.

Launching a capital campaign? We’ve got your back.

As a non-profit, you deserve the best financial services in the Bay Area. That’s why we promise you:

50% Lower Fees. As a mission-driven organization, every dollar you spend on financial services is a dollar you can’t spend on your mission. Our costs and fees are lower so you can continue doing more good in this world.

100% Giveback. If we are profitable serving our non-profit clients, we recycle those profits back into our community. We believe that really successful people don’t stop with their own success. They are grateful and they seek to become significant contributors within their communities.

Responsible Peace Of Mind. Through a mindful investment strategy using socially responsible and sustainable tools, we limit the negative side effects of investing while multiplying the positive work of our non-profit clients.