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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.

     
     

FROM IDEA TO ACTION: Socially Responsible Investing and the Growing Green Economy

If you are like most Americans, chances are you have heard of Socially Responsible Investing (SRI). Whether you have heard of SRI or not, this article will help you gain clarity and a commitment to action towards what is at once a broad social movement and an intensely personal process.



VALUES-BASED INVESTING: Enriching the Soul of American Culture

Underlying cultural values give current investment trends their heart and soul. Therefore understanding the demographics of existing and emerging cultural values are at leat as important in guiding your investment strategy as is the new hot stock pick.


SEEKING THE TRIPLE BOTTOM LINE: Socially Responsible Investing and the New Economy

This new economic model accounts for the natural capital provided by ecological systems and their contribution to maintaining life on Earth. It does this by measuring the three bottom lines of People, Profit and Planet.




Progressive Asset Management Group (PAM Group) Affiliations:

         


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 and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction:
55 Main St, Suite 415, Newmarket, NH 03857 (603) 659-7626

Nothing 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.