Envest Asset Management

We take investing a step further – to take into consideration not only profits, but also purpose. We are here to align your investments with your values using Environmental, Social, and Governance (ESG) investing and Socially Responsible Impact (SRI) investing. And we provide our clients comprehensive financial planning that is tailored to their needs, lifestyles, and ethics. Independent, fiduciary, fee-only, client obsessive – we offer in-person and virtual financial planning and investment management to individuals, families, businesses and non-profits.

Services Offered

  • Invest Management
  • Financial Planning
  • Business Services
  • Alternative Investment



We bring together the client’s financial and investment plan and the client’s sustainability and social goals. The decisions we make are always in the best interest of our clients. In other words, we are a fiduciary. When working with clients our objective is to:

  • Map financial and sustainability goals
  • Provide education on the markets and sustainability
  • Create a diversified portfolio of ESG/SRI investments for goal-based results
  • Increase awareness to the broader public about investing, sustainability, and ESG/SRI
  • Increase shareholder advocacy and voting to benefit the shareholders and the environment

Envest Asset Management and its clients understand grassroots social, environmental, and sustainability advocacy can force significant change, which can be accomplished through investing. Envest Asset Management helps clients make an even greater social impact while preparing for their financial future. Come join me on this journey to Invest for the Future and for the Future Environment.

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