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Effective Strategies for your ideal tomorrow

Gregory Wendt, CFP

I first discovered the notion of sustainable development in the late 80's and ever since I have been passionately applying my gifts in fields of sustainable & regenerative economic development, finance, portfolio management, economic strategy, business innovation, and responsible investing. Now my focus is incorporating biomimicry to evolve portfolio management toward resilient economic development.

Since 1991 I enjoy serving people who desire to align their values, wealth and influence for a better world. I have built my expertise on the foundation of my multidisciplinary education and a wide range of experiences as part of some of the world’s leading institutions.

Today I and my team serve and advise a range of investors, families of wealth and institutions, through our boutique registered investment advisory firm specializing in impact investing and comprehensive wealth management for our sophisticated clientele.

I am grateful to serve on the steering committee and lead the Capital Action Team for the California Economic Summit, a statewide initiative to advance triple bottom line economics. In 2011 I was privileged to be included by the Obama Administration in the California Financial Opportunities Roundtable, a select group of experts co-convened with the San Francisco Federal Reserve Bank to improve access to capital for the improvement of communities across the state.

I am a Southern California native and have loved living in Santa Monica since I moved here in 1983. I love rare aged teas, cooking for friends, long walks, weekly swimming, reading 3 books at a time, meditation, yoga and surfing.

My aim is to carry my passion for personal development and human evolution into every moment with every relationship.

How Greg Works

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.

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Greg in Context

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.

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Resources and Partners

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.

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