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Socially and Environmentally Responsible Investing


Contact Us

For complete information about how we can help you
pursue both your investment and social goals, simply contact
the most convenient Greenvest office to you, shown below.
You may also request a complimentary portfolio evaluation — see details at right.

Vermont Offices

3738 Lamb Hill Rd.
Wells, VT 05774

90 Main St.
Suite 309
Montpelier, VT 05602

Todd WalkerTodd M. Walker


Craig R. Walker


Boston Area Office

79 Holland Rd.
Brookline, MA 02445

David Schreiber, CFP®


David M. Way


Scott Kadish


San Francisco Area Office

Thomas F. Ray
1500 Valley House Road, #210
Rohnert Park, CA 94928
Office: 707-658-1652

    Free Information Request

    Without obligation, please contact me to discuss how Greenvest can help me invest for both positive impact and performance.

    I am interested in:General Information, plus a complimentary portfolio review (see below).General Information about your service.

    * Required, please.

    Receive a Complimentary Portfolio Evaluation

    So you can sample the quality of our guidance in advance, we offer the option of a complimentary and confidential evaluation of your current investments based on four important criteria: performance, risk, fees and alignment with your social values.  This gives you a free “second opinion” on your current holdings by SRI experts, and a chance to evaluate us in more detail as well.  Again, there is no charge or obligation for this introductory service.

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