Catholic Investment Solutions for Individuals: Aligning Your Faith & Finances

Do you yearn to grow your wealth while staying true to your Catholic values? Many Catholic individuals, like you, share this desire. You’ve worked hard and saved diligently, and now you want your investments to reflect your faith. But navigating the complexities of financial planning while adhering to Catholic social teaching can be daunting. Finding catholic investment solutions for individuals that you can trust is also difficult.

At Aquinas Wealth Advisors, we specialize in helping Catholic individuals like yourself achieve your financial goals. We understand the importance of aligning your investments with your values.

We combine human expertise with innovative technology to create personalized financial plans and investment strategies that consider both your financial objectives and your Catholic beliefs.

Balancing Growth and Faith: Can You Have Both?

As a Catholic individual, you likely desire financial security and growth for yourself and your family. However, you also want your investments to reflect your values and avoid supporting activities that contradict your faith (e.g., abortion, embryonic stem cell research, adult entertainment).

Here are some common challenges you might face:

  • Limited Transparency: Many investment options lack clarity on how companies use their profits. This makes it difficult to know if your investments are indirectly supporting activities you oppose.
  • Navigating Ethical Complexities: Discerning the ethical implications of various industries and companies can be overwhelming. You might need guidance on issues like social justice, environmental impact, and fair labor practices.
  • Reconciling Faith with Returns: A common concern is that prioritizing your values means sacrificing financial returns. You deserve investment solutions designed to help drive value over time while staying true to your Catholic beliefs.

Bridging the Gap Between Your Faith and Finances

At Aquinas Wealth Advisors, we understand the unique challenges you face as a Catholic investor. We offer a comprehensive approach designed to seamlessly integrate your faith with your financial goals:

  • Deep Understanding of Catholic Values: Our team is well-versed in Catholic social teaching and its application to investment decisions. We work closely with you to ensure your portfolio reflects your ethical principles.
  • Faith-Based Investment Research: We go beyond traditional financial metrics. Our research process incorporates a thorough analysis of a company’s social and environmental impact, aligning your investments with your values.
  • Personalized Faith & Finance Score™: This innovative tool analyzes your existing portfolio or potential investments, generating a score that reflects their alignment with Catholic values. It empowers you to make informed investment decisions that resonate with your faith.
  • Experience You Can Trust: While we leverage our experience managing Catholic institutional assets, we translate that expertise into personalized strategies for individual investors like you.

Ready to Invest with Faith?

We invite you to learn more about how Aquinas Wealth Advisors can help you achieve your financial goals while honoring your values. Contact us today for a complimentary consultation and discover the power of faith-aligned investing.

Are your Investments Supporting the Wrong Things? Find out with a Personalized Faith & Finance Score

Our Faith & Finance Score™ is a powerful tool that empowers you to make informed investment decisions. This complimentary service provides a clear picture of how your investments align with Catholic values. Here’s how it works:

  • In-depth analysis: We analyze the companies within your portfolio or potential investments, considering factors such as their environmental practices, labor relations, and contributions to society.
  • Transparent scoring: Each company receives a Faith & Finance Score™ ranging from 1 to 100, with higher scores indicating greater alignment with Catholic values.
  • Data-driven decision making: This score allows you to quickly identify areas where your portfolio may be misaligned and make adjustments to achieve greater ethical consistency.

Start Investing with Clarity and Confidence

By partnering with Aquinas Wealth Advisors, you gain a trusted advisor who can help you achieve the following benefits:

  • Peace of mind: Knowing your investments are aligned with your Catholic values and your family’s future allows you to focus on your core mission.
  • Investment Expertise: Our rigorous research process identifies investments that meet your ethical criteria to build your ideal portfolio.
  • Transparency and clarity: We provide clear communication and comprehensive reporting, keeping you fully informed about your investment strategy.
  • Your dedicated advisor: You will have a dedicated wealth advisor, backed by a team of experienced professionals, who understand your unique needs and goals.
  • Risk Analysis: We help you mitigate potential risks associated with unethical investments and misalignment with your financial goals.