We serve wealth with conscious purpose.
Years in Business
In 2010, after more than a decade of practicing wealth management independently, Jina Penn-Tracy and Stuart Valentine met and began collaborating. In 2017, they co-founded Centered Wealth, an investment and financial planning firm focused exclusively on sustainable, responsible, and impact investing. Our goal is to create measurable positive progress in the world on behalf of our clients, and to enhance the experience of Centered Wealth that comes from connecting one’s life purpose with one’s financial choices and investment portfolio. We serve clients nationwide and U.S. citizens living abroad. Introductory meetings are complimentary.
Centered Wealth is an approach to building wealth which actively values the well-being of the body, heart, mind, spirit, community and world.