To manage portfolios for my clients, I want to find out what they value. The assets they hold should reflect what they love, and what they want to leave as their legacy for the world. When I started in the investment field 35 years ago, it was hard to research what companies were doing to the planet, to other people, how they ran their businesses, or how they treated their employees. There are now tools to help screen for these important considerations. While these tools are not perfect, they have improved dramatically over the last decade. I have spent my life listening to what is important to clients and incorporating these values in customized portfolios that align with their long-term goals.
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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