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 Advisor - 2019
  • Forbes Best-In-State Wealth Advisor - 2020, 2021, 2022
  • Barron's 1200 Top Financial Advisor - 2022

Catherine Chen

  • Financial Times Top 400 Financial Advisors, 2019
  • Forbes Best-In-State Wealth Advisor - 2020, 2021, 2022
  • Working Mother's Top Wealth Advisors Moms, 2019, 2020, 2021
  • Forbes/SHOOK Top Women Wealth Advisors 2020, 2021, 2022

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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How do currency markets affect fixed income investment?

Sep 29, 2022 | Atul Bhatia, CFA

The relationship between government bond yields and exchange rates is more complex than many investors realize.

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Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.