Humanize Wealth
Categories
Finance Financial & Investment Services Financial Planning
About
We are a wealth management partner for individuals and families who desire comprehensive financial planning and values-aligned portfolio management. We specialize in working with clients that value social impact, environmental justice and shared prosperity. Humanize Wealth's approach is relational (not transactional) and collaborative (not prescriptive).
We help you:
- Activate your values across all areas of your financial life
- Join a community of investors rethinking the role of wealth in society
- Invest in climate and environmental justice
- Incorporate Environmental, Social, and Governance (ESG) strategies across your portfolio
- Back initiatives and businesses led by women, BIPOC, and the LGBTQIA+ community
- Invest in opportunities that increase shared prosperity across healthcare, food systems, and financial services, etc.
Additional Info
We are independent and majority women-owned and led. Our team is comprised of a CFA®, a CFP® and impact investing practitioners with decades of experience planning and investing for clients. We are a “fee-only” fiduciary – we don't sell products or charge commissions, and we act in your best interest.
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