Wealth Plus

Wealth Plus

Financial Strategist and wealth management firm.

Accelerator/Incubator | United States of America | Capacity Building

 

Overview

Wealth Plus, Inc., a full service firm, offering financial advice, investment management, and insurance. Wealth Plus Inc. is a California Registered Investment Adviser. Located in Marin County, California. Wealth Plus serve as a macro manager to oversee all aspects of their clients’ finances. Wealth Plus practice is based on principles of holistic, whole-life financial planning. It recognizes that true prosperity encompasses many parts of the lives, and requires balancing personal, spiritual, as well as financial. Since 1995, Wealth Plus have helped hundreds of clients achieve financial peace of mind by providing proven strategies from a holistic perspective.

Investor Type

Legal Structure

Operating Status

Members

Accelerator/Incubator Operating

Portfolio

May, 2016

$1,575M Series A Equity

Uncommon Cacao

Grow prosperous farming communities through meaningful marketaccess.

Uncommon Cacao Source + Trade is the world’s trusted cacao...

sector


Food Security
Community Development

regions

Latin America and the Caribbean

People

Emily Stone
Herminio Sho
Mercedes Ishim


Investors / Funders


Team


Funds


Impact

Social Objectives:

Environmental Objectives:


Operational Impact:



Offices

Headquarters:

2171 Francisco Blvd. East, Suite D
San Rafael California 94901
United States of America



Explore

Revision History


Quick Search



  • Global  
  • Africa  
  • Americas  
  • Asia  
  • Europe  
  • Oceania  


Incoming

Twitter

Blog Feed

Alexandra takes over the airwaves - Published Wed Sep 21 5:56 pm

Alexandra takes over the Airwaves at The Best of Investing! - Published Fri Sep 16 2:50 pm

Cacao, Alexandra Cacao - Published Thu Aug 11 7:43 pm

Our 2017 Spring Newsletter - Published Wed Jul 27 3:44 pm

The Hidden Costs For Stay-At-Home American Parents - Published Wed Jun 22 7:01 pm

Tags

COPYRIGHT 2017 IMPACTSPACE. ALL RIGHTS RESERVED.