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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

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

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.

Ready to learn more about Aquinas Wealth Advisors?

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

5 Questions that Matter with Father Mike Schmitz

All new episode of 5 Questions That Matter featuring a conversation with Father Mike Schmitz. He is the host of the widely popular podcasts, “Bible in a Year” and “The Catechism in a Year”. Check out his interview with Chris McMahon from Aquinas Wealth.

5 Questions that Matter

  1. How do we keep the energy from the Eucharistic Congress going? What’s our next step?
  2. How do we help remind people of the beauty of our church? How do we take this good news and bring it into people’s lives?
  3. Do you think it is important for us to live our faith out in public? To take it beyond our Sunday mass?
  4. People say we love Father Mike’s Ministries but they also want to know how can we best help you advance your work?
  5. What do you use personally for joy? What would you recommend to us in that search for joy or achieving a joyful life?

Ready to Work with Aquinas Wealth Advisors?

HOW TO GET STARTED

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 don’t need to move any money or open an investment account to get your Faith & Finance Score. Simply create a free, secure account and share basic information about your current portfolio. Our team analyzes your holdings to provide your score, explain what influenced your grade, and highlight areas for improvement. Your information is encrypted and never shared outside Aquinas Wealth Advisors.

Unlike generic ESG funds, Aquinas Wealth Advisors aligns your investments with Catholic moral and social teachings, not broad environmental or social factors. We provide you with transparency behind the Faith & Finance score and how we reached your grade. We then go beyond scoring—our advisors actively help you rebalance your portfolio toward investments that uphold Catholic values. We also notify companies when clients divest, encouraging them to change practices that conflict with Church teaching.

The Faith & Finance Score evaluates how closely your current investments align with Catholic moral and social teachings. Our proprietary system screens your holdings across areas such as pro-life values, human dignity, and environmental stewardship. Each holding is graded, and your overall portfolio receives a composite score with clear explanations and recommendations.

Your Faith & Finance Score is completely free with no obligation to invest. You can also meet with an Aquinas advisor at no cost to discuss your results. If you choose to move forward, your advisor will provide a clear fee schedule in writing as part of your client agreement. You can always review our Form ADV and full disclosures anytime on the Aquinas Wealth Advisors website.

No. Aquinas Wealth Advisors is an independent, SEC-registered investment advisory firm that operates as a fiduciary. We do not receive commissions or compensation from any products and have no financial incentive to recommend specific investments. Our only priority is what’s in your best interest.

(Registration does not imply a certain level of skill or training.)

We make getting started simple. Once you create your free Faith & Finance account, an Aquinas advisor will reach out to guide you through every step—from reviewing your score to building a personalized financial plan that reflects your Catholic values. Our support team is always just a click or call away.

Aquinas Wealth Advisors does not provide tax advice, but we coordinate closely with you and your tax professional to minimize potential consequences when transferring or rebalancing your portfolio. Changes to investments can involve transaction costs and may create taxable events, which your advisor will help you evaluate before proceeding.

Clients can securely access all their accounts and performance reports online through our client portal. You can view balances, download statements, and request transfers or withdrawals anytime. There is no lock-in—clients maintain full control and can move funds at their discretion.

Aquinas President Chris McMahon and Cardinal Dolan Discuss The Importance of Faith Aligned Investing

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