top of page
Investing can be:
The fear of doing the wrong thing can cause a lot of not-great decisions, including missing out on big opportunities.
Our approach to investing is straightforward, and centers you in the process.
We balance:
So that investing can be:
we see this a lot
let's look at those target date funds...
Many of our clients find these little guys peppered into their retirement + brokerage accounts.
The problem? They're not designed for you (and also, don't get us started on the tax efficiency...)
what evw will do:
We'll craft a personalized, tax-smart investment strategy that works across all of your accounts, specific to your family's needs and goals.
SYNCING UP YOUR VALUES
Did you mean to invest in...
When we look deeply enough at your portfolio, you might be surprised what you're invested in!
Using our specialized tools, we can learn more about what matters to you and then select specially-made ESG portfolios (Environmental, Social, and/or Governance).
You'll have the option to reduce (or increase) your portfolio's representation in multiple values-based categories.
Here's how we work on that:
Values Exploration
After we establish what we want your money + assets to do, we'll review each account to see how it's fitting in.
Portfolio Analysis
Most households don't have an established investment strategy. We'll assess where you are to discover opportunities for improvement.
Your Options
We'll show you all the possible options for an ESG portfolio, and help you decide which one is right for you.
who's in charge here
this is our investment director:
CERTIFIED FINANCIAL PLANNER®
"investing is my comfort zone, and my second favorite part of this work [Dan loves to ask about money feelings even more].
My approach is cautious, calculated, and attuned. What matters most is that our investments feel representative of who you both are, and how you want to show up in the world. Oh, and working towards your goals, too!
"Investments should represent who you are."
investing strategies
most importantly:
we create portfolios specifically for you and we manage them around your changing needs.
bottom of page