Centered Wealth
Categories
Financial Advisors & Investments
About
Centered Wealth is a Fairfield-based financial planning and investment firm dedicated to helping individuals, families, foundations, and organizations align their financial decisions with their personal values and life purpose. Founded by Stuart Valentine and Jina Penn-Tracy, the firm specializes in comprehensive financial planning, socially responsible investing, ESG investing, and impact investing strategies that seek both financial returns and meaningful positive outcomes. Centered Wealth's philosophy recognizes wealth as more than financial assets alone, emphasizing the well-being of individuals, communities, and the world. Through personalized guidance, education, and values-based planning, the team helps clients build financial security while investing in the future they want to help create.
Additional Info
- Comprehensive financial planning and wealth management
- Specializing in impact, ESG, and socially responsible investing
- Values-based approach that aligns finances with life purpose
- Serving individuals, families, foundations, and organizations nationwide
- Headquartered in Fairfield with a focus on positive social and environmental impact