Aster Investment Management Co.

Trillium Asset Management, based in Larkspur, CA, is a pioneering firm dedicated to sustainable and responsible investing, managing $4.6 billion in assets as of March 31, 2025. With a focus on integrating environmental, social, and governance (ESG) criteria into investment strategies, they partner with private clients, financial intermediaries, and institutional investors to activate client capital for positive global impact. Since its inception in 1982, Trillium has emphasized shareholder advocacy, actively engaging with companies to promote positive change in their ESG practices. The firm offers a range of investment solutions, including equity strategies and mutual funds, designed to align financial performance with values-driven goals. Generated from the website

Redwood Grove Wealth Management is a boutique financial life planning firm dedicated to empowering busy families and independent women to achieve financial peace of mind. Their mission is to help clients clarify and capture their vision of a fulfilling life through comprehensive financial planning and sustainable investing strategies. Committed to making objective financial advice accessible to all socio-economic levels, Redwood Grove engages in pro bono work and personal finance education for children. As a fee-only firm, they prioritize transparency and accountability, ensuring that clients receive tailored advice to align with their life goals. Generated from the website

Meritas Wealth Management LLC, located in Larkspur, CA, specializes in creating personalized financial plans that help clients realize their hopes and dreams. The firm emphasizes a collaborative approach, guiding clients through the complexities of financial planning while ensuring they feel informed and confident in their investment strategies. Targeting executives and individuals who value a tailored financial experience, Meritas focuses on understanding each client's unique needs and preferences. Their commitment to peace of mind allows clients to explore various options and choose the best path for their financial future. Generated from the website