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Investing in more, talk to our Responsible Investment Specialist today!

When you’re investing your money, how important is it to you that your portfolio aligns with your values? It’s now easier than ever to make sure that your money is being used in ethical ways. Responsible Investing helps create a positive difference in the world while helping to meet your financial goals.

There are many investment vehicles and products available that can offer you the peace of mind of Responsible Investing. Our Wealth Management team can help build a portfolio that considers environmental, social, and governance (ESG) factors into the selection and management of assets while partnering with fund companies that employ ESG strategies, shareholder engagement, and negative screening. With a diverse and socially responsible portfolio, you’re driving change through your investment strategies – including meaningful shifts in how companies operate, how they treat their employees, and how they treat the planet.

Our Wealth Management team, Kevin Tillberg and Helder Sousa, have the knowledge and expertise to recommend the right options for you. As certified Responsible Investment Specialists, you can be confident that they’ll make the most of your hard-earned money through strategies that align with your values.

Kevin Tillberg, RIS Helder Sousa, PFP, RIS

Ready to make the switch to Responsible Investments? Or maybe you’re looking for assistance with wealth protection strategies, estate planning, or insurance? No matter where you are in your investment planning journey, reaching your financial goals is easy. It starts with a conversation.

Book your appointment today!


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