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Centered Wealth

431 6 Upton Ave S Ste 205
Minneapolis, Minnesota 55410

612-267-2257


Socially Responsible and Impact Investing & Values-Based Financial Planning

Centered Wealth offers comprehensive wealth management services with our clients’ values at the heart of their planning. They are an ethical wealth management company for individuals, families and organizations.

At Centered Wealth, their goal is not only to build financial wealth for their clients, but to also enhance their experience of True Wealth; the deep sense of connectedness that comes from weaving your life’s purpose into your financial life choices and investment portfolio.

CW offers:

◇ Socially Responsible and Impact Investing
◇ Values-Based Financial Planning
◇ Small Business and Organization Benefits