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Envest Asset Management, LLC

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As 2023 draws to a close, we at Envest Asset Management are excited to recap some major highlights for the year. We’ve made exciting developments and strategic partnerships that solidified our position and purpose to not only provide exceptional financial advice, but to do so in alignment with our clients’ values.   Our most recent highlight is the launch of our brand-new website. Sleek, intuitive, and packed with valuable information, it reimagined our online presence and became a welcoming gateway for clients and partners alike. Furthermore, it increases transparency in our services, making it easier for clients and partners to understand our offerings in the financial advisory, financial planning, and sustainable investing space. Check out our website today at www.envestam.com   Another highlight is that our partner, James Osborn, became a CPWA® professional. The prestigious CPWA designation stands as a testament to our shared commitment to professional excellence and ethical practice in the financial advisory space. We are excited that the knowledge required to obtain the designation will enhance our ability to service our clients.   Speaking of partners, our partners graced the digital pages of over 20 personal finance articles. They were able to lend their expertise to organizations like Bloomberg, Forbes, and Investment News to name a few – amplifying our collective voice within the industry. The range and reach of these features speaks volumes about the mutual respect and trust we have built with these incredible organizations.   And last, but definitely not least, we welcomed Karen Ogden, as a partner at the beginning of 2023. As a CFP® professional with over 30 years of Wall Street experience, among many other credentials, her impact was immediate as she brought a wealth of experience and innovation to our organization.   As 2023 ends and 2024 begins, we are thrilled to tackle the challenges ahead in the new year. If it’s your new year’s resolution to get your finances in order, and in a way that aligns your financial plan with your values through sustainability and ESG, don’t hesitate to contact us. We are committed stewards of clients' assets and financial well-being. #bcorp #climatecrisis #esg #sri #sustainableinvesting #noplanetb #socent #impactinvesting #financialplanning #investmentmanagement #climateaction #sustainability #socialimpact #onepercentfortheplanet

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