WEALTH MANAGEMENT FOR A BETTER PLANET

Owners

Goods & Services

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment management; Financial management in the field of ESG (Environmental, Social and Governance) investing; Financial management in the field of Socially Responsible Investing; Financial management in the field of Impact Investing; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet