Wealth Plus

Wealth Plus

Financial Strategist and wealth management firm.

Wealth Manager/Advisor | 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 clientsa 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

Wealth Manager/Advisor Operating

Portfolio

May, 2016

Joint $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:


Impact Reports & Metrics


Offices

Headquarters :

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



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Blog Feed

Life Changes: Newsletter October 2017 - Published Thu Oct 12 4:06 pm

We Stand With Love! - Published Thu Aug 17 1:32 pm

Alexandra takes over the Airwaves at The Best of Investing! - Published Fri Sep 16 11:50 am

Cacao, Alexandra Cacao - Published Thu Aug 11 4:43 pm

Our 2017 Spring Newsletter - Published Wed Jul 27 12:44 pm

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