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"My aim is to support you in living your life in a way that is consistent with your deeply held values and ideals" - Greg Wendt
"I see money as a tool to help us achieve our highest mission and purpose for living on the planet." - Greg Wendt
"We all want a better world for our children and future generations. Through Sustainable, Responsible and Impact Investing, your money can help create a better world." - Greg Wendt
As a veteran wealth advisor, economist and Certified Financial Planner, Greg is considered a thought leader in his field of sustainable and responsible investing and green business. As founder of several non-profit community organizations, Greg is a recognized social entrepreneur where he applies a multidisciplinary systems design approach to financial innovation and community economic development.
Since 1991 Greg has advised clients who want to align their wealth through investments that reflect their priorities and concerns for a better world. Greg built his expertise while working with major Wall Street firms such as Smith Barney, UBS Paine Webber and Prudential Securities. Currently Gregory is Senior Wealth Advisor and heads the west coast office for Stakeholders Capital. Stakeholders Capital is a boutique registered investment advisory firm dedicated to responsible investing. You can learn more about Stakeholders Capital here.
Greg is also actively involved with applying financial innovation to create a better world based on the understanding that by creating a better financial ecosystem and marketplace which emphasizes beneficial uses of capital, money will move more effectively toward projects and priorities which need it most, and thus create a better life for future generations.
As such, Greg is a member of the California Financial Opportunities Roundtable, a select group of experts convened by the Federal Reserve Bank of San Francisco and the USDA Economic Development to address the financial needs of communities in California. As a result of this association and his work with CALFOR, Greg is now the Capital Action Team Co-Chair for the California Economic Summit
Greg helps his clients navigate the complex world of money and investing by creating customized solutions that meet their specific needs for all levels of investors, from families to institutional.
Greg can provide a wide range of services to find innovative approaches and collective solutions to his clients' needs that range from customized portfolio management and research to public speaking.
As a visionary, Greg is always seeking connections and possibilities beyond his day-to-day activities. Greg is in regular contact with the leading thinkers in the social business space.
© Copyright 2017. Greg Wendt, CFP