Why Work With Aquinas Wealth Advisors
Learn more about how Aquinas Wealth Advisors can help you align you faith with your finances. Hear more about the planning that we do and how our tech savvy approach brings solid returns while providing morally sound investments.
WHEN YOU PUT YOUR CONFIDENCE IN AQUINAS WEALTH ADVISORS, YOU’LL BENEFIT FROM:
01
Transparency in your investments’ corporate activities
02
A comprehensive values-based planning process
03
Tech-smart portfolios that aim to manage your funds strategically and efficiently
04
Financial planning that can take into account your complete financial picture
05
The convenience of having all your accounts in one place
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Working with a fiduciary that works in your best interest
DO YOU KNOW WHAT YOUR INVESTMENTS ARE FUNDING?
The reality is that it is pretty unlikely you really know what your investments are funding. Given the huge scope and size of most publicly traded companies, it is difficult for the average investor to know all the lines of business they engage in and where their corporate giving is directed to.
That may mean that indirectly (and unintentionally) you are providing them with capital that they spend on causes which you would never support if you knew about it.
This is where Aquinas Wealth and their Faith & Finance Score come in. We provide you with the transparency to see what investments are contributing to and how it aligns with traditional catholic values.
But we don’t stop there, when you work with Aquinas Wealth we help you realign your portfolio to investments that do align with your values while still working to achieve your financial goals.
WORKING WITH AQUINAS WEALTH
GET YOUR FAITH & FINANCE SCORE
View a sample score, unveil your personal score, or schedule a call with a team member.
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