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EMPOWERING CATHOLICS TO ALIGN THEIR FAITH AND FINANCE

EMPOWERING CATHOLICS TO ALIGN THEIR FAITH AND FINANCE

High-tech analysis unlike anything else!

HOW IT WORKS

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

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?

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IN THE MEDIA

FREQUENTLY ASKED QUESTIONS

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.

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.

ABOUT US

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Investment advisory services offered through Moralis Technologies, LLC d/b/a/ Aquinas Wealth Advisors℠ an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing involves risk and possible loss of principal capital. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at info@aquinaswealth.com. Aquinas Wealth Advisors℠ does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Check the background of this firm or its investment professionals on FINRA’s BrokerCheck.

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