Helping you to pursue your goals

An SRI Approach

Sustainable, Responsible, Impact Investing (aka Socially Responsible Investing)

SRI is an evolving group of investment strategies that allow people and organizations to invest their assets in potentially profitable ways while at the same time incorporating and reflecting their social and environmental values.

While traditional financial analysis is an important starting place in investment evaluation, we add essential environmental, social, and governance (ESG) analysis.

Why SRI?

Personal Wealth Management

Identify opportunities to provide strong financial rewards while also helping to create a more just and sustainable economic system.

We sit down with you to go over the financial goals you would like to attain. Then, we put together a unique investment strategy to help you manage your goals featuring strong, sustainable investment opportunities.

From there, we manage your money and invest in the investment products that make sense for you personally.

Trust Planning

Minimize estate taxes, offer long-term benefits and appoint a trustee to hold assets on behalf of a beneficiary or beneficiaries.

Since trusts usually avoid probate, your beneficiaries may gain access to these assets more quickly than they might to assets that are transferred using a will. Additionally, if it is an irrevocable trust, it may not be considered part of the taxable estate, so fewer taxes may be due upon your death.

Assets in a trust give you greater control of your wealth, protection of your legacy, and privacy.

Education and Awareness

Description coming soon.

Charitable Intent

Description coming soon.

Estate Planning

Preparing for personal wealth and property distribution, the probate process and asset protection.

Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses.

The ultimate goal of estate planning will be determined by your specific goals.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.