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Effective Strategies and Insights for a Better Future

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 be of service to some of the most innovative entrepreneurs and groups who are leading a new pathway for humanity as an investor, board member or advisor.

Being a Southern California native, I have celebrated living in Santa Monica since I moved here in 1983. I love savoring rare aged teas, art, cooking for loved ones, long walks, weekly swimming, esoteric philosophy, meditation, yoga, and photography.

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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