Sustainable Investing

Are you passionate about a cause and would like your investments to work in a similar direction? Our approach is customized to fit you. For example, How do you feel about an investment that excels in one social goal but lags in others? You’re unique, including how sustainable investing fits with your values and priorities.


Health & Wellness Coaching

Health coaches help clients make lifestyle changes, which are essential for sustaining good health. Bob is certified by the National Board of Health & Wellness Coaching and collaborates with other coaches. With this perspective, we can put a meaningful context around your financial wellness.