Eric Smith, CFP®, AIF®, Goodfunds Wealth Management

Overview

Sustainable, responsible, impact investing services for family foundations, individuals, and families since 1986. Asset management, investment consulting, and financial planning.

Hours of work

By appointment.
Normal office hours: M-F 8:30 am - 5:30 pm Pacific

Locations

Seattle

Contact Information

240 2ND AVE S STE 200 U301 Seattle, Washington, United States 98104

phone: view phone(206) 782-1205

fax: view fax

website: http://www.goodfunds.com

Photos

Video

Description

Whether you are an individual citizen, family, or a foundation endowment trustee—now you can invest in the world you want to see. Let’s have a conversation about how you can join the impact investment movement by updating your investment strategies and practices. And then we can manage the details and process for you!

Imagine if your money and investments could speak for you and push companies and the economy to move forward with human rights and sustainability campaigns. Getting your money better aligned with sensible business practices and progressive criteria can help you sleep at night, create a better future for your family, support the community, and the make a better world.

At Goodfunds, we’ll help you navigate the ever-changing financial landscape. We can help educate you so you can make an informed investment management decision. We can be your new investment consultant, take care of most of the paperwork, and make all this easy for you so you can focus on the things you love in life. Give us a call today and tell us about your situation so we can help you decide on the best solution for your new investment direction.

Member, First Affirmative Financial Network, LLC.

Extra fields

1% for Community: Yes

Account Minimums: $1 million.

Percent in SRI: 100

Compliance: Investment advisory services and securities offered through KMS Financial Services, Inc. Member FINRA/SIPC.

SRI Services/Products Offered : Investment management.
Investment consulting.
Family and private foundation services.
Lifestyle, financial, and retirement planning.

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