Willow Creek Sustainable Investing Launch

For more than 35 years, we at Willow Creek Wealth Management have followed a core philosophy of principled, disciplined investing, always offering sound advice and wisdom to see our clients through the best and worst of times. We are very proud to be a part of the Sonoma County and North Bay communities for more than three decades, and we are grateful for the opportunity to help our clients reach their goals, whether financial or personal.

And as we have seen during these unprecedented and tumultuous times, both nationally and locally, people are more energized than ever to align their values with their investments. Whether through advocacy, philanthropy, or volunteerism, we are all searching for ways to connect the dots between our beliefs and our actions. With this new normal of an increasingly destructive fire season for Northern California, the terrifying truths of climate change are right in front of us, prompting many of our clients to look for ways that their investments are helping or hindering our journey toward progress.

To meet the growing interest in sustainable investing, we have expanded our services to include an expert team along with powerful options for you to leverage your portfolio toward creating positive change in our environment and our world.

From top, left to right: Bruce Dzieza, CFP®; Rawson Gulick, CFP® CAIA; David Lawrence, CFP®; Jake Weber, CFP®

The members of our Sustainable Investing Team are heartfelt advocates for building investment portfolios that mirror your values, while empowering the companies that are addressing our global challenges and pushing for progress. If you are interested in learning more about how you can align your values with your goals, we would welcome a conversation with you. To learn more, please contact your advisor or visit sustainable.willowcreekwealth.com.