Common Interests is an independent Wealth Management Practice specializing in sustainable, responsible and impact investing (SRI). The firm is a certified BCorp, and signatory to the UN Principles for Responsible Investing. With a healthy attitude of humility and service, we stand by our Mission Statement: “To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity.”
We have no minimum investment requirements and are absolutely focused on solving our clients’ financial problems…of all kinds. We provide services in all aspects of Comprehensive Financial planning for individuals, families, nonprofits and small businesses, in addition to Portfolio Design and Management. As a result of more than 20 yrs. in practice, we work well with families on a multi-generational basis to help them come together, share their worries and concerns, and ultimately, set clear financial goals for the present as well as the future.
All costs issues are clearly delineated and openly discussed. we invite you to visit our website, www.commoninterestsfinancial.com where we practice radical transparency about our fees and services. At Common Interests, financial planning is only the beginning. We are frequent speakers at national conferences, in university classrooms and local libraries. We firmly believe in being socially responsible in our investments decisions but also by treating others as we would want to be treated. An initial consultation with us is always complementary so that we can get to know one another, and work together to determine the best way forward.