Build Wealth Build a Better World



Build Wealth, Build a Better World. We can help you do both.

The investment choices you make have an impact:

  • They affect the growth and stability of your wealth
  • They have an impact on the world

We specialize in responsible investments. We know that reaping a positive return is the point of investing. Recent data supports the idea that responsible investments can provide as good, or better returns, while taking less risk, than investments where only financial metrics are considered.

By using proprietary screens and specially selected money managers we integrate the factors of environmental sustainability, social responsibility, and good governance practices (ESG) into the decision-making process when building your portfolio. Whether you’re saving for your retirement or are already there, we can help you choose investments for financial growth which also strive to have a positive impact on the environment, communities, and the world overall.

Responsible investing isn’t about charity – it’s about investing in the myriad opportunities that can provide a healthy return for your financial future, while reducing the potential risk of nasty surprises that can interfere with you reaching your goals.

We like to think that responsible investing is a proxy for building better quality – in your portfolio and in the world.

Let’s work together to achieve both.

Ginny Arnott-Wood
Ginny Arnott-Wood, BA, CFP®, CIM®
Wealth Advisor, Associate Portfolio Manager
Laurie Smuk
Laurie Smuk, B.SC
Administrative Assistant
Emily Wood
Emily Wood, BA
Associate Wealth Advisor

"By spreading knowledge, you can live forever. You can be the lighthouse that guides people to safety; a light in the darkest of times." - Zachariah Renfro

We consider ourselves the lighthouse in your financial life, helping to guide you safely towards your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients - and that's what you'll find here.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.
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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.
It is more rewarding to watch money change the world than to watch money accumulate.
Gloria Steinem