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The Social Equity Group

707-495-7084

829 Sonoma Avenue
Santa Rosa, CA 95404

Would you recommend this business?
213 people have recommended this business.

Hours of operation
Monday 9 a.m. to 5 p.m.
Tuesday 9 a.m. to 5 p.m.
Wednesday 9 a.m. to 5 p.m.
Thursday 9 a.m. to 5 p.m.
Friday 9 a.m. to 5 p.m.
Saturday Closed
Sunday Closed

Helping you make smart decisions about your money!

The Social Equity Group (SEG) is a Registered Investment Advisory firm specializing in socially responsible investments. We have been providing socially responsible money management services to individuals, businesses and institutions since 1992.

We specialize in fee only financial planning and provide investment management and financial guidance through major life transitions. Our integrated approach to financial planning and investment management allows us to develop individualized solutions that can assist you in attaining your lifetime goals.

There are many pieces to your financial life in transition. These pieces must come together, like a puzzle, to form a holistic picture that will give you the clarity and confidence to achieve financial peace of mind. We will tailor an investment portfolio just for you. Comprehensive financial planning and personalized investment management creates a more desirable and beneficial long-term result and leads to financial security.

Your ultimate goal in life is probably not accumulating money, but achieving the happiness that comes from harnessing the energy of your money to support your values and dreams.

We offer clients comprehensive financial services which address both financial goals and social concerns - the double bottom line. This is not just a "feel- good" approach; many studies have confirmed that socially responsible investing does not mean that you will be sacrificing performance1 - in fact it can frequently enhance it.

Photos

 
Ute Scott-Smith
Ute Scott-Smith

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