Net Positive Consortium Welcomes New Firms and Partner
The Net Positive Consortium Welcomes New Members and Partners
Bogart Wealth, First Pacific Financial, Guiding Wealth, Meira Wealth, and Uplifting Capital have joined the Net Positive Consortium (NPC), a coalition focused on transforming wealth management through positive impact.
A New Strategic Partnership
FP Transitions has become the NPC's first Strategic Partner, enhancing its mission by contributing valuable resources and advocacy. This collaboration aims to further the goals of the Consortium by establishing best practices in the wealth management sector.
Commitment to Diversity and Development
Scott Leak, a representative from FP Transitions, expressed the common values shared with NPC, highlighting the importance of empowering advisors and fostering an inclusive culture. This partnership is geared towards enhancing team diversity, education, and mentorship within the industry.
Inspirational Growth and Collaboration
Suzanne Siracuse, an industry consultant, conveyed excitement about welcoming these new firms. Their dedication to generating positive impacts across various domains—including clients, communities, and the environment—is a testament to the growing momentum of this movement.
The Mission Behind NPC
Since its launch, the NPC has committed to a framework that emphasizes five critical pillars for positive influence:
- Workforce: Fostering team well-being and inclusive workplace cultures.
- Community: Promoting charitable involvement and enhancing local communities.
- Planet: Committing to sustainability and environmental stewardship.
- Client: Advancing financial literacy and values-based planning for clients.
- Industry: Offering mentorship and thought leadership to peers.
Founding members include various pioneering firms such as Mariner, Modera Wealth Management, and others, all united under NPC's vision for a more impactful industry.
Resources and Initiatives
The Consortium provides valuable resources, including an Inventory Assessment and other tools aimed at supporting member firms in achieving meaningful growth. These offerings are designed to foster long-term positive impacts.
Participation at Industry Events
NPC member firms have recently been invited to share their insights at the Goldman Sachs RIA Professional Investor Forum. This opportunity not only marks recognition for NPC but also showcases the expertise and influence that these firms have in the wealth management landscape.
Call to Action for Firms
The Consortium actively invites more wealth management firms to join this transformative movement. By completing the Inventory Assessment and demonstrating engagement in multiple pillars, firms can become part of this collective effort to make a difference.
Gerry Goldberg, Co-Chair of NPC and a member of Focus Partners Wealth, reiterated the Consortium’s mission of supporting firms, regardless of where they are on their journey towards making a positive impact.
About the Net Positive Consortium
The Net Positive Consortium in Wealth Management fosters collaboration among firms to enhance client and community well-being while reinforcing the profession. Through shared resources and a five-pillar framework, the Consortium helps establish sustainable and measurable influence across the industry.
Frequently Asked Questions
What is the Net Positive Consortium?
The Net Positive Consortium is a coalition dedicated to driving positive impact across the wealth management industry.
Who are the new members of the Consortium?
New members include Bogart Wealth, First Pacific Financial, Guiding Wealth, Meira Wealth, and Uplifting Capital.
What role does FP Transitions play in the Consortium?
FP Transitions serves as the first Strategic Partner, advocating for best practices and resource sharing.
How can firms join the NPC?
Firms can join by completing an Inventory Assessment and demonstrating activity in at least three of the five pillars.
What are the five pillars of NPC's mission?
The five pillars are Workforce, Community, Planet, Client, and Industry, each aimed at creating positive impact.
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