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EMPOWERING CATHOLICS TO ALIGN THEIR FAITH AND FINANCE

EMPOWERING CATHOLICS TO ALIGN THEIR FAITH AND FINANCE

Invest with Purpose, Grow with Faith

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

06

Working with a fiduciary that works in your best interest

Ready to learn more about Aquinas Wealth Advisors?

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.

Faith & Finance Score Screenshot

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.

LEARN MORE

OPEN AN ACCOUNT WITH US

Once you receive your score, upload and transfer your assets to your faith-based portfolio. Our people and technology aim to make it simple.

OPEN ACCOUNT

MONITOR YOUR PROGRESS

We are here to keep you on track – working to have your investments reflect your beliefs and meet a lifetime of financial goals.

MONITOR PROGRESS

FREQUENTLY ASKED QUESTIONS

You do not need to transfer any funds to Aquinas Wealth Advisors to get your Faith & Finance score. You will have to create a free account and provide details about your portfolio so that we can analyze it and provide you with the score along with insights about why we came to the grade we provided. All information is provided is secure and will not be shared outside of Aquinas Wealth.

The biggest difference is that we align your investments with Catholic values, not just an unknown set of environmental, social, and governance factors. We provide you with transparency behind the Faith & Finance score and how we reached your grade. But the biggest factor is that we don’t just provide the information to you, we act on it as well. Our advisors will help rebalance your portfolio based on the scores and invest your money in alternatives that meet your catholic values. Furthermore, we let the organizations that you divest from know why the money was moved and what they need to do to better align their activities to your values to help drive long term change.

The Faith & Finance Score is free of charge and has zero obligation. A prospective client can also speak with an Aquinas advisor with no obligation or cost. If a person decides to work with Aquinas they would receive an agreement to sign that outlines the advisory fee structure. Anyone can review the Form ADV and other important disclosure documents on the Aquinas website at any time.

Absolutely not. Aquinas Wealth Advisors℠ is an SEC registered investment advisory firm and operates as a fiduciary. We have no connection to any products and no financial incentives to direct clients to certain investments. We charge no commissions. We work exclusively in our clients’ best interest. Please note that registration does not imply a certain level of skill or training.

Aquinas’ team of highly trained professionals are always just a click away. Your advisor will work with you to fully develop your financial plan in detail.

Although Aquinas does not offer tax advice, we are ready to answer any questions you or your tax advisor may have regarding transfers to Aquinas, as well as any needed rebalancing and reallocation.

Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.

As a client, you will have access to online reporting about your accounts. When working with Aquinas you are under no obligation and can transfer at any time. Transfers and withdrawals are also available.

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