Jina Penn-Tracy
Co-Founder, Co-Owner and Senior Wealth Manager
Centered Wealth
World Tree and Centered Wealth present:
Inspired Investing
connecting your why to your wealth
Dr. Cathy Key
President and CBDO
World Tree
Stuart Valentine
Co-Founder, Co-Owner and Senior Wealth Manager
Centered Wealth
Angela Burton
Director of Investor Relations
World Tree
World Tree and Centered Wealth present:
Inspired Investing
Connecting your why to your wealth
(for accredited investors only)
Thank you for joining us! If you missed it, please fill out the form below to view/download a recording of webinar - it was inspiring!
When it comes to investing, are you clear on your motivations? Do you know what drives you to invest?
For many people, it’s simply about growing their wealth. But there’s so much more to it than that!
Join Centered Wealth Impact Advisors Jina Penn-Tracy and Stuart Valentine, and World Tree executives, Dr. Cathy Key and Angela Burton as they discuss the importance of keeping your eyes on the larger picture.
Investing is about connecting your values to your financial goals. It’s about finding alignment between what you believe in and where you want your money to go.
When you can do that, suddenly investing becomes so much more than just numbers on a page. It becomes exciting, inspiring, and empowering.
Attendees of this webinar will:
- Discover the strategies impact investors are using to succeed in volatile markets
- Find out why values investing can create higher long-term rewards
- Hear about the risks and rewards of investing in World Tree from a financial advisor’s perspective
- Discover how World Tree combines people, planet and profit in our investment offerings
- Have your questions answered by professionals in their fields
This webinar will have you feeling inspired and reconnected to what’s most important to you and aligning it with the way you create your wealth.
Centered Wealth
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.
Their goal is to create measurable positive progress in the world on behalf of thier 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.
They serve clients nationwide and U.S. citizens living abroad. Introductory meetings are complimentary.
World Tree
World Tree creates regenerative tree farming projects in North and Central America in partnership with farmers and other landowners. Their programs are designed to create community, provide new revenue streams for farmers, rebuild the soil, help reverse global warming, and protect forests.
At the heart of World Tree’s programs is the Empress Splendor tree (Paulownia elongata & fortunei). The Empress Splendor grows to maturity in just 10 years. It also regenerates from the stump after harvest to provide multiple crops from one planting. Grown in a managed farm setting, this eco-timber provides a reliable alternative to logging old-growth and other natural forests.
Disclosure
Centered Wealth is not a registered broker-dealer nor a registered investment advisor. Centered Wealth and Vanderbilt Financial Group are separate and unaffiliated entities. Jina Penn-Tracy and Stuart Valentine are registered financial advisors under Vanderbilt Advisory Services. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade Insurance Services offered through Vanderbilt Insurance and other agencies Supervising Office: 55 Main Street, Suite 415 Newmarket, NH 03857 603-659-7626 For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
This presentation is not a solicitation to purchase any securities and is for informational purposes only. All investing involves risk. Please refer to the appropriate offering documents and the prospectus should you wish to invest additional funds.