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For Those That Want to Make The World a Better Place

We Want to Make Your World a Better Place

As more attention is placed on our environmental impact, global health, and corporate responsibility, so too has there been more emphasis on where investors place their money in support of their belief or cause.  While making money to meet future goals is the most crucial aspect of wealth planning, many people are wanting to invest in issues that matter to them, hoping that they can make the world a little better for those who live in it today and tomorrow.

What used to be referred to as "socially responsible" or "socially conscious" funds are now referred to by many names. Sustainable, socially conscious, green investing, impact investing, and ethical investing are common references you may encounter. A large portion of these are often categorized under the term “environmental, social, and governance” investing, or “ESG.” Learn more about our Sustainable Portfolios.


We’ve Helped ESG Investors To

Match A Sustainable Lifestyle with Sustainable Investing


Low Carbon
Social Responsibility
Gender Diversity
Human Rights

Land Use and Biodiversity
Water Management
Corporate Governance
Ecological Protection



Lucid Wealth Planning believes that each portfolio should be catered to your needs and beliefs. Let us help you create a portfolio that not only makes the world a better place, but also helps to make your  world a better place.


Ready To See a Sustainable Approach to Financial Planning?

Here’s What To Expect