Centered Wealth focuses on planning, investing and giving with conscious purpose. We see financial planning as a key tool in uncovering a deeper understanding of an individual's, family's or organization's core values and goals for the future. Our intention is to build not only financial wealth for our clients but to enhance the experience of Centered Wealth that comes from connecting a client's life purpose with their financial choice and investment portfolios. Centered Wealth was co-founded by Jina Penn-Tracy and Stuart Valentine in 2017. They have a combined experience of over 35 years of investment advising and financial planning. At Centered Wealth, we assist clients in directing their investments towards a sustainable future globally, locally and personally.
Complimentary 1 hour initial consultation with an advisor in person or via Zoom.