A Conscious Approach to Building True Wealth


True Wealth represents a quality of living that, while including material wealth, also incorporates the health and well-being of our body, heart, mind, spirit, community and world.

Our goal is to build not only financial wealth for our clients, but to enhance the experience of True Wealth that comes from connecting your life's purpose with your financial life choices and investment portfolio. Our FWG financial advisors undertake a 3-part, whole systems approach in assisting our clients in defining their unique pathway to True Wealth.

 
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Our process begins with endeavoring to understand each client's personal mission, spiritual beliefs and/or core values. We believe there is no way for us to create a viable financial plan for you unless we understand as clearly as possible what you see for yourself as your life's meaning, purpose or higher calling. This could range from actively contributing towards ending world hunger, to raising the best kids you possibly can, to setting foot on each continent, to being sure a special needs grandchild is always provided for... the possibilities are limitless. This is why our first step is to understand YOU.

Next, we couple our understanding of these larger values/goals with a more traditional financial planning approach to develop your True Wealth Plan. (Supported by our True Wealth Portal technology.) This plan provides traditional projections for things such as retirement planning and education funding, as well as outlines recommendations on how to more closely align your core values with the financial decisions you are faced with currently, or may be faced with in the future.

Finally, we construct a portfolio proposal that integrates this personalized True Wealth Plan into the current global socio-economic, political, and environmental investment megatrends to create your True Wealth Investment Portfolio solution. We believe that when our clients align their investment choices with their deepest core values they become more committed to their own success.
     
     

SOCIALLY RESPONSIBLE INVESTING
If you are like most Americans chances are you have heard of Socially Responsible Investing (SRI). It is also likely that you have questions related to a lingering impression that SRI equates with sub-par financial returns.




GREEN INVESTING
When the first Pilgrims made it to the shores of the new world the first impression voiced by the sailors was delight over the unlimited amount of straight virgin timber for use as masts in the sailing vessels of the time.

SUSTAINABLE INVESTING
While many examples of companies pursuing the three P model (The Triple Bottom line: People (social equity), Profit (rate of return) and Planet (environment) exist, perhaps the most high profile is in Atlanta.

Securities and advisory services offered through Financial West Group, (FWG) Member FINRA, SIPC. The Progressive Asset Management Group is the Socially Responsible Investment division of FWG. Progressive Asset Management, Inc. and FWG are unaffiliated entities. Centerpoint Investment Strategies, Raeheart Financial and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction: 1755 Gablehammer Road, Westminster, MD 21157. (410) 751-70054

Nothing contained in this website should be construed as a recommendation to buy or sell any security. Such recommendations can only be made after personal consultation. Past performance is not necessarily indicative of future results. While some studies suggest that socially responsible investing may perform as well or better than conventional investing, some other studies suggest that by reducing available investment choices, socially responsible investing strategies may entail higher risks or lower returns than comparable non-SRI investing strategies.