Where our values lead us

For more than 30 years, the SRI Wealth Management Group has helped our clients to achieve their financial objectives while driving positive social and environmental impact.

One of the leading financial advisor teams in the country dedicated exclusively to sustainable investing:

  • $2.7 billion of assets under advisement
  • Long-term relationships with clients

Wealth planning including:

  • Institutional planning for endowments, foundations and nonprofits
  • Legacy planning, retirement planning and estate planning services for intergenerational wealth
  • Planning for entrepreneurs and celebrities
  • Providing opportunities for shareholder engagement
  • Mission-aligned 401k for plan sponsors

 

Proud to work with nationally recognized teammates

Thomas Van Dyck

  • Financial Times Top 400 Financial Advisors, 2019
  • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021

Catherine Chen

  • Financial Times Top 400 Financial Advisors, 2019
  • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021
  • Working Mother's Top Wealth Advisors Moms, 2019, 2020, 2021
  • Forbes/SHOOK Top Women Wealth Advisors 2020, 2021

Recognized thought leaders

  • Regular speakers on how sustainable investing affects portfolio and investment risk, including at TedX, conferences and other prominent venues
  • Catherine Chen was one of three women advisors featured in an article in RBC Wealth Management's PROSPER US magazine "Will women lead the charge in ESG Investing" > Read more

We welcome you to experience the SRI Wealth Management Group difference for yourself.

Contact us today to set up a meeting.

“ Let justice roll down like waters and righteousness like a mighty stream.”

— Martin Luther King Jr.

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Latest Insights

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Nov 24, 2021 | Jenny Paffel

A healthy holiday season doesn't have to be a contradiction. Check out these tips for making wellness a priority through some of the most demanding months of the year.

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Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? Read the full economic outlook in the latest edition of Global Insight.