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
  • Forbes/SHOOK Top Women Wealth Advisors 2020

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.

Bulletin Board

Latest Insights

Can equities tolerate higher bond yields?

Feb 26, 2021 | Frédérique Carrier

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

Read more

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.