Be A Catalyst For Change

Impact the World with Sustainable Investing

We believe you should have the freedom to invest in companies that align with your values – ones that address our global challenges and push for progress, growth, and development.

This opportunity allows you to diversify your portfolio with sustainable investments, backed by the stability and foundation of our rigorous research and evidence-based approach.

Be a part of a worldwide movement, a catalytic shift in the way we invest our money, and find peace of mind knowing that you have a seat at the table when it comes to our world’s climate and environmental challenges.

What You Should Know
About Sustainable Investing

As the World Embraces Sustainable Investing, Many Misconceptions on the Subject Still Linger

What It Is:

  • One of the easiest things you can do to make the world a better place
  • An increasingly competitive investment in terms of returns and pricing
  • A way to empower companies that are overall better positioned to face the future

What It Isn’t:

  • A political choice or stance
  • An increased risk beyond that of a typical diversified portfolio
  • A new concept in the investment landscape

Meet Our Sustainable Investment Experts

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Jake Weber, CFP®

Wealth Advisor

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Rawson Gulick, CFP® CAIA

Wealth Advisor

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David Lawrence, CFP®

Senior Wealth Advisor

For Every Million Dollars Invested Sustainably with Willow Creek, the Carbon Footprint of the Portfolio Is Reduced by 65 Metric Tons of CO2. This Is Equivalent to:

Greenhouse Gas Emissions From

14 passenger vehicles driven for 1 year (161,290 miles)

CO2 Emissions From

7,314 gallons of gasoline consumed


6,385 gallons of diesel consumed

71,621 pounds of coal burned

0.86 tanker trucks’ worth of gasoline

7.5 homes’ energy use for one year

11 homes’ electricity use for 1 year

0.357 railcars’ worth of coal burned

150 barrels of oil consumed

2,657 propane cylinders used for home barbeques

8,289,594 smartphones charged

Greenhouse Gas Emissions Avoided By

22.1 tons of waste recycled instead of landfilled

3.2 garbage trucks of waste recycled instead of landfilled

2,766 trash bags of waste recycled instead of landfilled

2,469 incandescent lamps switched to LEDs

Carbon Sequestered By

1,075 tree seedlings grown for 10 years

84.9 acres of U.S. forests in 1 year

0.44 acres of U.S. forests preserved from conversion to cropland in 1 year

Resources:; US Environmental Protection Agency Greenhouse Gas Equivalencies Calculator​

Read Our Latest Material on Sustainable Investments

Here are the realities of sustainable investing as a wealth strategy

The rising interest in sustainability-driven investing is a recent phenomenon. After all, who wouldn’t want to invest, earn potentially great returns over the long-run, and promote a worthy cause?

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Investing to create the world you want to see

Are you looking for a stronger, more purpose-driven connection with your investments?

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Sustainable Investing – Does it Really Make a Difference?

As the world of sustainable investing opens up, one has to ask the question: does my investment dollar really help to make a difference?

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Jake Weber, CFP®

Wealth Advisor

David Lawrence, CFP®

Senior Wealth Advisor

When We Invest with Intention, We Make an Investment in the Growth and Prosperity of our Future

“I see every day how people can change the world when they take the time to get intentional about their investments.”

-Rawson Gulick, CFP® CAIA Wealth Advisor

Get in Contact with One Of Our Experts