WE WRESTLE NOT AGAINST FLESH & BLOOD
IT'S TIME
WE INVESTED
LIKE IT
As faith-driven investors and advisors, let's pursue profit while seeking to have a positive impact on people.
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As faith-driven investors and advisors, let's pursue profit while seeking to have a positive impact on people.
Investment advice provided separately through Wealth Squared, an EverSource Wealth Advisors team.
We work behind the scenes to help you advise clients on faith-driven and impact investing. You want to honor God, and the clients you serve. But you don't have to go it alone. We are here to factilitate community and create resources to help.
But the truth is, as an advisor, it's not. You're probably juggling many responsibilities and it's hard to carve out time to learn something new.
It's even harder to master a new approach to investing with the level of excellence required to meet your fiduciary duty. We get it!
Clients come to advisors with financial goals, fears, and hopes tied to their portfolios. Faith-Driven Advisors must honor and plan for investors' provision needs while also helping them achieve their impact goals, giving them true alignment with their deeply held personal values. It's an opportunity to serve them well!
It's not easy...but it's worth it. We founded Wealthfluence, LLC to help you take action and serve your clients and your King faithfully.
Wealth is entrusted to be an influence for good.
LRachel McDonough, founder of WealthFluence,
is an investment advisor representative with EverSource Wealth Advisors, LLC (“EverSource”) and does not provide investment advice other than as an EverSource investment advisor.
Her consulting work through WealthFluence is not undertaken or performed in her capacity as an EverSource advisor. Opinions, recommendations, commentary, analysis, and reports which Rachel provides as a consultant doing business as WealthFluence are her own, are provided in her individual capacity, are not reviewed or approved by EverSource, and do not represent the views of EverSource or any related entity or person.
