Humanize Wealth
Humanize Wealth was founded to serve a growing chorus of investors seeking to activate their wealth to address the existential threats of inequality and climate change. We are a wealth management partner for individuals, families and foundations who need a comprehensive financial plan and coordination and management of a values-aligned investment portfolio. Humanize Wealth is a 100% employee-owned, women-led registered investment advisor.
We are a good fit for people seeking both financial planning (cash flow, equity comp, tax & estate planning) and values-aligned portfolio management. Our fees are a percentage of assets under our management, and we have a $2M portfolio minimum. Our focus areas are next-gen inherited wealth, women, and mid-to-late tech career professionals.
Please reach out if you'd like to learn more!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.