650 San Benito Street
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Striving to provide biblical, financial guidance and inspiring transformation through Biblically Responsible Investing.
"Christian Wealth Management provides biblical financial guidance and inspiring transformation in the hearts of people and businesses for God’s glory throughout the world."
Using several data feeds, we are able to screen companies and identify if they are involved in or making money off of things that are not aligned with biblical values. This often eye-opening process allows us to show our clients that they can be conscientious about the types of industries that they are investing and avoid ones that oppose biblical values.
Once clients discover what they have been investing in, they often seek change in their portfolios. We help by showing them BRI alternatives to their current investments, as well as look for ways to diversify their assets, and improve their over-all investment health.
When you invest BRI, you are also encouraging positive change in how businesses operate. If investors follow their values through their investments, it push companies to act in a way that the investors desire. We also have a network of professionals who engage with companies, informing them about what BRI investors want, and inviting them to operate in ways that align with Christian values.
We work with individuals, families, and small business owners that are ready to take control of their finances, honor God through stewardship, and impact the world around them. If your values are aligned with that of our firm, we may be a good fit.
How do you invest with your values in mind?
The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.