SRI Wealth Management Group

Thomas Van Dyck, CIMA®

Senior Vice President - Financial Consultant, Senior Consulting Group
Catherine Chen, CIMA®

Vice President - Financial Consultant, Senior Consulting Group
Maryann Simpson, AWM

First Vice President - Financial Consultant, Senior Consulting Group
Joshua Levine

Vice President - Financial Consultant, Consulting Group

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Value Statement

Since 1983, we have offered comprehensive investment strategies for sophisticated investors committed to social change. Today, our team of eight investment professionals consults on over $1 billion in assets and is one of the leading investment consulting groups in the country exclusively focused on social and environmental investing. Our diverse backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience. We provide a team approach to each client that ensures our ability to provide personalized, customized advice throughout the investment experience.

Thomas Van Dyck is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, HI, KS, LA, MA, MD, ME, MN, MT, NC, NE, NJ, NM, NY, OR, PA, TN, TX, VA, WA

Catherine Chen is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, HI, KS, MA, MD, MT, NC, NE, NJ, NM, NY, TX, VA, WA

Maryann Simpson is currently registered to conduct business with residents of the following states: AZ, CA, CT, DC, DE, HI, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OR, TX, WA

Joshua Levine is currently registered to conduct business with residents of the following states: CA, CO, FL, HI, KS, MA, MD, MI, NV, NY, OR, TN, TX

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.