Mary Ann joins Aquinas Wealth with an extensive background performing various roles in financial services at both large corporations and small businesses. In recent years, Mary Ann’s focus has been specifically in the wealth management space helping young RIA firms grow and expand. She has a special interest (and found her passion) in helping firms nurture client relationships, promote team development, enhance growth strategies, and develop succession planning tactics.
A Duquesne University graduate, Mary Ann resides in Collier Township with her husband of 35 years. When not found rooting for Pittsburgh sporting teams, they enjoy travelling to visit their 3 grown children and granddaughter whenever possible.
Faith-based investing is an investment approach that considers both financial and spiritual aspects when making investment decisions. It is a form of ethical investing that takes into account the religious beliefs of the investors when deciding which investments to make. Faith-based investing is growing in popularity as more investors seek to align their investments with their spiritual beliefs. Aquinas Wealth Advisors believe good returns and good values are not mutually exclusive. We are a Catholicbased firm that believes in doing well, both financially and morally. Contact us today!
Identify Your Faith-Based Values
When considering faith-based investing, the first step is to identify your faith-based values. Your faith-based values should guide your investment decisions, so it is important to identify these values before making any investments. This will help you create an investment portfolio that is based on your beliefs and values. We will help you create and grow this portfolio based on both the market, and our faith. Making good returns doesn’t mean you have to give up your moral ground, we mesh the two so you can succeed and feel good about your investments.
Find An Advisor
Once you have identified your faith-based values, you will need to find an investment advisor who is knowledgeable and experienced in faith-based investing. An investment advisor can help you create an investment portfolio that reflects your values and aligns with your financial goals. They can provide advice and guidance on how to invest your money safely and responsibly, taking into account your risk tolerance and long-term objectives. They can also help you select investments that are in line with your faith-based beliefs, such as avoiding companies that produce products or services that conflict with your values. Ultimately, they can help you create an investment plan that is tailored to your specific needs and goals.
Why Choose Faith-Based Investing?
Faith-based investing is an increasingly popular way to invest that takes into account not just the financial aspects of investing, but also the ethical, moral, and social values of the investor. It is an investment strategy that looks to invest in companies and funds that are aligned with the investor’s beliefs and values and thereby provide a way to diversify their portfolio. By investing in companies and funds that are in line with their values, investors can rest assured that their investments are helping to support the causes that they believe in and thus provide peace of mind. This type of investing also has the potential to reduce the risk associated with investments as it is not solely reliant on the financial performance of the investments. Therefore, faith-based investing can be a great way to align your investments with your beliefs and values.
Set Up A Portfolio
Once you have determined what types of investments are acceptable under your faith, you can begin to create your faith-based investment portfolio. You will want to work with an investment advisor who understands your faith and values and can provide guidance on how to create a portfolio that is both financially sound and aligned with your beliefs. Your investment advisor can provide you with information on investments which are in line with your faith, such as socially responsible investing, while helping you to meet your financial goals. They can also provide advice on how to manage your investment portfolio, including diversification and risk management strategies. Finally, they can help you to stay up to date on any changes related to faith-based investing, so that you can make sure your investments remain in line with your beliefs.
Faith-based investing can be a great way to ensure that your investments are in line with your religious beliefs and values. With the help of Aquinas Wealth Advisors, you can create a portfolio that is both financially sound and in line with your religious beliefs. By understanding the different types of investments that are acceptable under your faith, you can create a portfolio that reflects your values and meets your financial goals.
Faith-based investing has grown to become an increasingly popular option for individuals looking to invest their money while also staying true to their beliefs. Aquinas Wealth Advisors are here to help you with faith-based investing. We are Catholic based and want you to put your money in smart and moral companies. Faith-based investing involves investing in companies and organizations that uphold a certain set of ethics and morals that align with the investor’s faith. Contact us today to start investing morally!
What Is Faith-Based Investing
At its core, faith-based investing is a way for people to invest in companies that promote certain values that are important to them. This could be companies that promote sustainable practices, protect the environment, or companies that are “socially responsible”. Faith-based investors want to invest their money in companies that align with their beliefs and values, rather than just investing in whatever company will make them the most profit.
What Is The Process?
When it comes to developing a faith-based investment portfolio, the process is relatively similar to any other type of investing. Investors must first decide what their investment goals and objectives are, and then work with an investment advisor to create a portfolio that fits their goals and values. One of the advantages of working with an investment advisor is that they can help guide the investor to companies that meet their faith-based criteria.
Faith-Based Investing Has Grown Tremendously
The growth of faith-based investing has been driven by a number of factors. One of the key drivers has been the increasing focus on social responsibility and sustainability in the corporate world. Consumers and investors alike are increasingly demanding that businesses be more environmentally conscious and adhere to certain ethical and moral standards. This has led to a greater demand for companies that meet these criteria, which has in turn created a greater demand for faith-based investing.
Rise Of Technology
In addition to the growth of social responsibility and sustainability, the rise of technology has also enabled faith-based investing to become more accessible. Online investment platforms have made it easier for investors to quickly compare and research different companies that meet their criteria. This has made the process of creating a faith-based investment portfolio much simpler and more efficient.
Overall, faith-based investing has seen significant growth over the past few years. As an increasing number of people prioritize their values and beliefs over profit when it comes to investing, the options for faith-based investing have grown significantly. Aquinas Wealth Advisors is here to get you smartly investing, in a way that works with your personal beliefs. Contact us now!
Investing in reliable and moral companies is vital to a healthy investment portfolio. At Aquinas Wealth Advisors, we have made it our job to help you associate your investment choices with your beliefs as a Catholic. In order to rate the moral success of your portfolio, we have created the faith and finance score. If you are looking to improve your score and your investment portfolio, here are four practices you need to keep in mind.
Pick Reliable Companies
Investing in companies that support your beliefs does not mean making poor investment decisions. If you are trying to increase your faith and financial score, make sure you are investing in reliable companies. In many cases, reliable companies will also be moral in their activities and business workings.
Invest in Moral Value, Not Financial
When investing, it’s unfortunately easy to invest in successful companies that do not support your beliefs as a Catholic. If you are hoping to increase your score, always think about the morality of your investment over the potential financial benefit to avoid making a decision that will lower your score.
Align Your Faith With Your Finances
When researching potential investments, think about options that align with your faith instead of purely taking your cues from market trends or human advisory boards that may not align with your faith. Curious about what this looks like? Reach out to Aquinas Wealth Advisors today to find out more about aligning your faith with your finances.
Get Strong Advice
You cannot invest both successfully and morally without a little bit of help. Finding a reliable investment advisor to back up your faith-based investing is a great way to reliably and efficiently increase your faith and financial score.
At Aquinas Wealth Advisors, We are committed to helping our clients successfully invest in companies that support your faith-based values. If you are wondering what your faith and financial score is, you can find out for free today! Register today to improve your faith-based investing plan drastically.
Your investment portfolio matters and is designed to not only benefit you as an investor, but also provide the companies you are investing in with the capital they need to support their business operations. The problem is, many companies have been pressured by the public to pursue agendas many investors do not agree with, leading those investors to feel like they are not in control of their financial wealth. That’s why at Aquinas Wealth Advisors, we have created the faith and financial score — to help investors discover where their investments are going and how well those investments align with their faith. If you are wondering how we score each of our clients, here is our process and why you can trust it.
Designed to be Simple
At Aquinas Wealth Advisors, we have committed to helping you discover the moral health of your investments. Getting started is as easy as creating an account with Aquinas, because that’s exactly what you do. To get started, visit our faith and finance score page. Once you are there, you will be asked to create an account and input some of your financial information including your 401k, personal, and other investments. From there, our award-winning algorithm will run the numbers and create for you a private, secure, and accurate depiction of how well your investment portfolio aligns with your faith.
Evaluate Your Current Stock Ownership
At Aquinas Wealth Advisors, we don’t leave any stone unturned. Our evaluation is thorough and complete — giving you a reliable score and helping you to make educated, faith-based investing decisions. When you create an account with us, you are able to input all of the data surrounding your investments, which stocks you are invested in, how those investments are performing, and how those companies align with your faith in Jesus. This includes 401ks, IRAs, brokerage accounts, and other sources of investing. So, no matter where you are invested, you can trust you are getting a reliable score no matter the circumstances.
We Test Your Stock Ownership
When you are inputting data into our secure system, we are evaluating a number of different factors when it comes to your investment portfolio. Faith-based investing takes a lot of attention to detail, and that’s what we aim to provide for our clients. We take in data like overall investment success, the social standing of your investments, company values, and a wide variety of other factors to present you with your faith and financial score. For more information about our data intake and award-winning algorithm, reach out to one of our faith-based investment advisors today!
Our Method is Tried and True
At Aquinas Wealth Advisors, we are committed to providing our clients with corporate transparency — revealing the goals and values of their investments. With years of experience in the financial industry and an award-winning and nationally recognized program, you can trust that Aquinas Wealth is providing you with data and investment portfolio analysis you can trust. If you are looking for reliable analysis when it comes to the morality of your investments and how well they align with your Christian faith, start your faith-based investment journey today with Aquinas Wealth Advisors.
Your faith and financial score is a reliable report of how well your investing aligns with your faith-based values. If you are wondering about the moral reliability of your investments and curious about the social agenda the companies you invest in are pursuing, it is our goal to provide you with transparency — helping you to base your investment portfolio off of your Christian beliefs. If you are wanting to find out how well your investments align with your beliefs as a Catholic, get your faith and financial score today! For sound, faith-based financial advice, reach out to one of our incredible advisors today.
The Bible is filled with the wisdom of God, meaning that there are thousands of verses that apply to our everyday lives and activities — this includes investing. At Aquinas Wealth Advisors, we help to connect your investment portfolio with your faith. If you are looking for a place to start when exploring God’s Word for financial wisdom, here are four verses to get started. If you are looking for faith-based investment advisors, get started with Aquinas today.
The Parable of the Talents. This is a traditional passage when it comes to finances, but that does not mean it lacks meaning. This passage claims that everyone has been given gifts by God, some more than others, some financial and some physical. Whatever the gift might be, it’s important that we steward it well! Don’t waste your financial gift. Investing and investing well is how you make the most of your financial gift!
“Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.” Investing is not a get-rich-quick scheme. Instead, real wealth is built over a long period of time. For reliable advice on how to invest for the long term, get started with Aquinas Wealth today.
“Keep your life free from the love of money, and be content with what you have, for he has said, “I will never leave you nor forsake you.” Be careful of the love of money. When investing, make sure to keep a straight head on your shoulders and do not become too enveloped in the investing process!
“Whoever trusts in his own mind is a fool, but he who walks in wisdom will be delivered.” There is a lot of information out there regarding investments and market trends, but it would be wise to ignore some of it. As humans, we have a finite perspective, so don’t treat human advice as Gospel.
Investing is vital to your financial health, but despite its modern applications, the Bible has plenty to say on the topic. If you are looking for faith-based financial advisors, Aquinas Wealth Advisors would love to help you with your investment portfolio. Get started with your investment advice today!
As a Christian, investment decisions can be tricky to make, especially if you are trying to make wise decisions that positively affect the lives of others. At Aquinas Wealth Advisors, we have made it our mission to align faith with finances — providing our clients with sound financial advice based in scripture. Investment opportunities present themselves all the time, so how do you decide which ones fit your values as a Catholic? Here are four things to keep in mind when creating your investment portfolio.
Does it Advance God’s Kingdom?
What does it mean to financially advance God’s kingdom? Investing is first and foremost a way for companies or individuals to raise funding for their growth as a business. This means understanding that the resources we have been given are not ours, but God’s. If you are looking to improve your faith-based investing process, don’t concentrate on the benefits that you may be able to experience from the success of the potential investment opportunity, but instead, consider the impact that investment will have on the business owner(s) and whether or not that business has a mission and goals that align with your values.
Respect God’s Priorities
God has several priorities lined out in the Bible surrounding finance. The first one is personal financial condition. Are you in debt or owe money in any way? If this is the case, that investment opportunity may not be an opportunity at all! Once your financial condition is in shape and you have enough savings to care for your family and others outside of your family, consider diversifying your investment portfolio to reflect the values outlined in the Word of God. For faith-based investing advisors, reach out to Aquinas Wealth Advisors today!
Is it a Wise Investment?
Faith-based investing pursues the wisdom of the Lord and maintains an understanding that God’s wisdom, not ours, is the channel by which we should be making investment decisions. As humans, we have limited vision and cannot see the full picture, but God can. When making investment decisions, take current trends and advice into account, but don’t take it as gospel. After all, the “experts” are just guessing assuming that current trends stay consistent. Instead of utilizing only this info in determining your investment portfolio, consider its long-term potential as well as your ability to manage your portfolio. Don’t invest past your ability!
It Acknowledges God’s Sovereignty
The final aspect to consider when it comes to faith-based investing is that God is sovereign over all. This means recognizing that he is all-powerful and in control of both you and your investing opportunity. When weighing whether or not an investment is an opportunity that matches your values, it’s important to recognize that you are not in control of your investment. When you invest money, you are surrendering money to where God is calling you to! Do you trust the business you are investing in? Are the owners reliable? Do they do work that is consistent and helpful to others? These are all things to consider when you start your faith-based investing adventure.
Your investment portfolio is an important part of your financial state. From choosing the right investments to properly diversifying your assets, there is a lot to consider, especially when you are trying to invest based on your Christian beliefs and values. If you are looking for financial advisors that take your Catholic faith into account, Aquinas Wealth Advisors are here to help you make wise, faith-based investment decisions! For investment advisors you can trust, reach out to us today and improve your investment portfolio and invest in congruence with your faith!
Are you wanting to build your investment portfolio but not sure where to start? Aquinas Wealth Advisors is an investment firm helping to guide clients through their faith-based investing journey. We’re inspired by the legacy of Saint Thomas Aquinas, who bridged Greco-Roman cultural foundations with Christian principles and helped lay the foundation for modern Western civilization. Our firm strives to stay true to Catholic moral teachings while achieving solid returns. In this blog post, we will cover four goals you need to set when you begin your investment journey with Aquinas Wealth Advisors. Questions? Contact us today!
Identify Your Investment Objectives
Ask yourself what your goals are for investing and how long you intend to actively invest. Setting these parameters can help guide you as you sort through the investment options available to you. It’s also important to consider whether or not faith-based investing is critical to you.
Determine Your Risk Tolerance
Before making any investment decision, it’s important to understand your risk tolerance level. This means assessing how you feel about taking risks and what types of investments you would be comfortable with. Aquinas Wealth Advisors can guide this front to help determine your investment portfolio.
Set Your Strategy
Once you know your objectives and risk tolerance, it’s time to create a strategy that aligns with them. This will involve making long-term decisions about the types of investments and asset classes you want to include in your portfolio. Aquinas Wealth Advisors can help you create a strategy that takes into account these factors as well as your faith-based values.
Input Your Data
Finally, it’s time to input the data for your investment portfolio. We include this goal for those who want to go the extra mile and track their portfolios in more detail. Inputting a few pieces of data can help you get a better understanding of your portfolio’s performance and make sure it is achieving your investment objectives.
These four goals are essential when you begin investing with Aquinas Wealth Advisors. They will guide you as you work through the investment options available to you and create a strategy that aligns with your faith-based values. Contact us today to get started!
Have you recently been feeling like your investment portfolio is not reflecting your values? Are you looking for an investment advisor that shares in your faith-based investing philosophy? Aquinas Wealth Advisors is here to help. Inspired by the legacy of Saint Thomas Aquinas and incorporating Catholic moral teaching into our investment strategy, we seek to provide a unique approach to financial planning and wealth management. Our mission is to maximize returns within an investment portfolio that reflects your values.
We are committed to developing comprehensive financial plans that will help you grow and protect your wealth over time. We also want to ensure that your financial goals align with your values and provide maximum returns. In this blog post, we will talk about the importance of faith-based investing and what you should do if you believe your current investments are not aligning with your values. If at any point you have questions about any of this, please don’t hesitate to reach out and contact us today!
Consider Impact Investing
Impact investing is a term used to describe investments that seek both financial and social returns. The idea behind impact investing is that your investment portfolio should not only bring you returns but also be aligned with your values. Aquinas Wealth Advisors offers a variety of faith-based investing options designed to help you achieve optimal returns while still reflecting your faith.
Make Sure Your Investment Advisor Understands Your Values
When deciding on an investment advisor, it is critical to ensure they not only understand your financial goals but also share in your faith-based investing philosophy. At Aquinas Wealth Advisors, we are committed to helping you create and maintain a portfolio that aligns with your values and provides maximum returns. You need to ask yourself, “is my financial advisor socially responsible?” If you find yourself answering “no” or “I’m not sure” then you should reach out to us and find out how we can help.
Reevaluate Your Investment Portfolio Regularly
It is critical to reevaluate your investment portfolio regularly to ensure that it is still in line with your values. You should make sure it is creating the returns you need and that your investments are consistent with your faith-based investing goals. At Aquinas Wealth Advisors, we can help you review your portfolio to ensure it is still meeting your expectations and aligning with your values.
Set Up a Donor-Advised Fund (DAF)
For those looking to give back, a donor-advised fund (DAF) is an excellent option. A DAF gives you the flexibility to donate money and make charitable gifts without incurring high administrative costs. Additionally, it allows you to be more strategic with your donations by being able to invest the funds in the most impactful way possible. Aquinas Wealth Advisors can help you set up a DAF so that your charitable giving is both impactful and consistent with your faith-based values.
Join a Network of Impact Investors
It is crucial to stay informed about the latest developments in faith-based investing. In addition to keeping up with blogs and articles, you might also want to consider joining an impact investing network. At Aquinas Wealth Advisors, we have a vibrant community of faith-based investors who continually share their experiences, successes, and challenges.
At Aquinas Wealth Advisors, we are committed to helping you create a faith-based investing portfolio that meets your financial goals while still reflecting your values. If you have any questions or want to learn more about the options available to faith-based investors, please don’t hesitate to reach out and contact us directly! We look forward to helping you grow and protect your wealth over time.
When it comes to your investment portfolio, are you asking the right questions of your financial advisor? Many people don’t think about their investments in terms of their faith, but faith-based investing can be a powerful tool for growth. At Aquinas Wealth Advisors, we believe that Catholic moral teaching provides a strong foundation for building wealth. In this blog post, we’ll share four key questions to ask your financial advisor to ensure that your investments are aligning with your faith. Contact us with any questions that you have about our firm or process!
What Is the Investment Philosophy of the Firm? The first question that we always recommend our clients ask their financial advisors is about the firm’s investment philosophy. Aquinas Wealth Advisors is inspired by the legacy of Saint Thomas Aquinas, perhaps the greatest philosopher and theologian in history.
What Experience Does the Team Have In Managing Portfolios Like Mine?
A second critical question to ask your financial advisor is about the team’s experience in managing portfolios like yours. Our team has decades of experience in wealth management, and we’re confident that we can provide you with competitive returns.
What Is the Track Record of the Firm’s Investment Performance?
A third key question to ask your financial advisor is about the investment performance of the firm. Our track record speaks for itself — we have a proven track record of success in faith-based investing.
How Does the Firm Integrate Catholic Values Into Its Investment Decision-Making?
Finally, we believe that it’s crucial to ask your financial advisor how the firm integrates Catholic values into its investment decision-making. As a faith-based firm, we strive for nothing less than congruence with Catholic moral teaching.
If you’re looking for a financial advisor who will help you grow your wealth in a way that is consistent with your faith, we invite you to learn more about Aquinas Wealth Advisors. Contact us today with any questions you have or to schedule a consultation!