Understand if the Faith and Finance Score is right for you.
Understand if the Faith and
Finance Score is right for you.
Thank you for taking the quiz!
Several of your responses seem
misaligned with the philosophy of Aquinas
Wealth Advisors, so the Faith and Finance
Score may not be for you.
Thank you for taking the quiz!
Your responses seem to align with our philosophy at
Aquinas Wealth Advisors℠, so the Faith and Finance
Score would be a great option for you to better
understand and control your investments.
to align their faith
High-tech analysis unlike anything else!
Get your Faith & Finance
Input a few key pieces of data to unveil your score online or schedule an appointment with our team at no cost no obligation.
Open an account
Once you receive your score, upload and transfer your assets to your faith-based portfolio. Our people and technology aim to make it simple!
We are here to help keep you on track – working to have your investments reflect your beliefs and meet a lifetime of financial goals.
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When you put your
confidence in Aquinas
Wealth Advisors℠, you'll
Transparency in your investments’
A comprehensive values-based
Tech-smart portfolios that aim to manage
your funds strategically and efficiently
Financial planning that can take into
account your complete financial picture
The convenience of having all your
accounts in one place
Working with a fiduciary that works in
your best interest
Please complete the form and
We will be in touch within 24 hours.
Our Faith & Finance Score℠ blew us away. After easily entering in a few pieces of information, we were able to see for the first time how inconsistent our investments were with our values and how poor they were performing.
The faith and finance score is incredible – it showed us what we needed to know… Our investments were directly supporting causes that we abhor and our performance wasn’t great. We switched to Aquinas and now know we are on track. Thank you!
I can’t believe what I am now able to see. Like never before, I know what I am supporting through my investments. I finally feel in charge and know Aquinas is the right firm.
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.
When working with Aquinas you are under no obligation and can transfer at any time. Transfers and withdrawals are also available.
At Aquinas Wealth Advisors℠, we believe that good returns and good values are not mutually exclusive. We strive for nothing less than congruence with Catholic moral teaching, and we settle for nothing less than solid returns. Drawing from our expertise gained over decades of combined achievement in wealth management, we are confident that our values aligned investment strategies will yield competitive returns.
Our firm is steeped in tradition and rooted in our Faith, but our tactics are very much Digital Age deploying tomorrow’s technology at the cutting edge. Utilizing emerging capabilities enabled by artificial intelligence and coupled with years of usage of quantitative analytics, Aquinas Wealth Advisors℠ is advanced in its technical capability. Within minutes, Aquinas Wealth Advisors℠ can provide an investor their Faith & Finance Score℠ – grading existing portfolios based on moral concerns. Providing this analysis free of charge to all is part of the ministerial dimension of our company: we want people of Faith to be completely informed as to what their money is underwriting.Read more