Centered Wealth

09/03/2025

Excited and inspired to be together with our colleagues, diving deep into the discussion of humanity and being fully conscious as investment advisors in support of a better future for our clients and the world.

06/24/2024

My musings on the state of the oceans while floating in the Caribbean Sea, Ariel was on to something:

Values-aligned investing, shareholder activism, and their role in creating a healthier world.

11/02/2023

The Sophia Institute is proud to present Cultivating a Wisdom Economy with Jina Penn-Tracy and Stuart Valentine

THROUGH THIS VIRTUAL GATHERING, YOU WILL LEARN:
✔ How to feel the co-creative energy of money.
✔ How to engage with financial choices from a deeper place of awareness.
✔ Release old money stories and patterns that hold you in the past.
✔ Find true wealth in the current moment which allows freedom in each moment to come.

Learn More:

Thursday, November 16 at 6 Eastern The Sophia Institute is proud to present Cultivating a Wisdom Economy with Jina Penn-Tracy and Stuart Valentine Greetings! Join us for a compassionate look at your m

10/20/2023

Please join us for 6 months of monthly classes with Jina Penn-Tracy, beginning Nov 14th.

Join us for our Invest For Better Circles - beginning November 14     Inviting our clients into a course on Impact Investing   with the Women of Centered Wealth And Invest For Better Circles     Pleas

06/01/2023

https://www.centered-wealth.com/new-blog/heros-journey

In his landmark work, The Power of Myth, Joseph Campbell identifies a theme common to humanity throughout history—the hero’s journey. The hero’s journey begins when an individual feels a significant deficiency in some aspect of the status quo. This person is then compelled to embark on a search of a new design that reveals a resolution. The result is a series of adventures>>

This is the culmination of a near 50-year hero’s journey that has helped move the financial industry away from measuring success exclusively through the lens of financial profit (the reductionist single bottom line) to a more comprehensive triple bottom line metric driven by ESG data.

01/17/2023

We are seeking an Administrative / Operations Manager to work primarily onsite in either Fairfield, Iowa or in Minneapolis:

07/12/2022

Do you invest from a place of what matters most to you or are you pulled along by the mighty dollar?

Join us tomorrow for a very special webinar where you will get to hear from Jina Penn-Tracy of Centered Wealth as she dives into what it looks like to connect your 'why' to your wealth and shares how Asset Allocation + Activism = Portfolio Activation!

Don‘t just invest, but invest from a place that inspires you.

Register now --------> http://www.worldtree.eco/inspired-webinar

07/12/2022

Do you invest from a place of what matters most to you or are you pulled along by the mighty dollar?

Join us tomorrow for a very special webinar where you will get to hear from Stuart Valentine of Centered Wealth as he dives into what it looks like to connect your 'why' to your wealth and shares with you the Centered Wealth Tree!

Don‘t just invest, but invest from a place that inspires you.

Register now --------> http://www.worldtree.eco/inspired-webinar

06/15/2022

https://conta.cc/3Hr3DJz

Summer Holiday Schedule Greetings! Happy Summer! Happy Pride! We hope this summer you're doing things that bring you joy and getting out into the sunshine! In the Midwest, we had a long winter and so

05/27/2022

Click below to read a new blog post from Stuart Valentine!

Loss, Cycles, and the Seeds of Renewal Greetings! We hope all is well! Please note that we will be closed on Monday May 30th in observance of Memorial Day. We hope you and your family have a safe and

04/22/2022

Make every day Earth Day by making conscious investment choices aligned with your personal values! Contact our advising team at Centered Wealth to discuss how you can honor Mother Earth with your investments.