Olympic Wealth Management LLC

CONNECT

Address:

19515 North Creek Pkwy, #101
Bothell, WA 98011

Phone:

(425) 485-4700 , Toll Free: (855) 485-4700

Values-Based Investing

INVESTING ALIGNED WITH YOUR VALUES

At Olympic, we specialize in the ability to place screens on your investment accounts. These screens make it possible to exclude holdings from your portfolio which profit from objectionable products or services.

If social/moral values are a priority for you, we can help keep your money away from investments you would prefer not to benefit from financially. Examples of categories where screens can be applied include:

  • Abortion
  • Adult Entertainment/Pornography
  • Alcohol & Tobacco
  • Cruelty to Animals
  • Eco-Unfriendly
  • Firearms/Military Weapons
  • Gambling
  • Human Rights Violations

Match Your Investments With Your Values and Priorities
Growing numbers of  investors are choosing to reflect their core beliefs in the investments they own. If this is your desire, we can assist you with making the shift to a values-based approach.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck