At Harkins Wealth Management, our mission is to provide transparent, easy to understand financial planning, which gives
our clients the opportunity to feel secure and confident in their day-to-day financial choices. We work closely with our
clients to understand their values and financial goals, and then tailor their investment strategies to meet our client’s
needs. Our team is made up of experienced professionals who are passionate about sustainable, ethical investing, and
betterment of our community. Our vision is to have a positive impact on our clients’ lives and to make the world a better
place by providing access to investments that support social responsibility, sustainability, diversity, women in leadership,
and equality. These values are reflective in our operations by offering employees progressive healthcare and medical
leave benefits, well-being initiatives, and employee training.
Together, we can leverage the power of finance to drive positive change, create a more sustainable world, and build a
brighter future for generations to come. Let’s invest for a better world.
Advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser.
Keywords: financial planning, investment management, financial advisor, ESG, Providence, Rhode Island, New England, retirement planning
Sector: Service with Minor Environmental Footprint
Size: 1-9 employees
B Corp Certified – Impact Score: 119.2
