Humanize Wealth
Wealth management for people who value social impact, environmental justice, and shared prosperity.
The Good Stuff
Locally Owned & Independent
Diverse Ownership
Our mission is to support clients and communities in shifting social, environmental and financial systems toward healing with the goal of improving the resilience of people and planet. Humanize Wealth was founded to serve a growing chorus of investors seeking to activate their wealth to address the existential threats of inequality and climate change. We are a wealth management partner for individuals, families and foundations who need a comprehensive financial plan and coordination and management of a values-aligned investment portfolio. Our customizable suite of wealth management services balance individual needs alongside shared prosperity. Humanize Wealth is a 100% employee-owned, women-led registered investment advisor.
