A financial advisor with a unique holistic perspective.
As a Marin financial advisor with a unique holistic approach, Wealth Plus specializes in financial advice for women and young professionals, socially responsible investing, and helping people create a healthy relationship with money.
Our proven, time-tested model has helped hundreds of Wealth Plus clients achieve financial peace of mind. We partner with you to:
Develop personalized strategies designed to meet your objectives
Implement the combination of risk level, savings and growth that are right for you
Wealth Plus, Inc. is for the full expression of every person and against any form of racism, sexism and any form of oppression. We support all constitutional rights, including freedom of assembly and freedom of speech. However, these rights must be exercised nonviolently and in a manner respectful of others.
I think we are going to have to change Alexandra’s last name to Cacao! During her visit to the east coast last month, we are fairly sure she had more delicious, sustainable, and conscious Chocolate than Lobster!