Diversity, Equity, and Inclusion

We Are Diversity, Equity, and Inclusion Advocates 

We Are Diversity, Equity, and Inclusion Advocates 

We incorporate Diversity, Equity, and Inclusion principles in all our business interactions, including but not limited to client meetings, collaboration with strategic partners, decisions about partnering with vendors, and hiring practices. We bring this important lens to our decision-making across all areas of our practice and our comprehensive services.

“Remember we are mirrors and see each other fully when we talk from the heart.”

Join Us in Our Pledge to End Systemic Racism

Join Us in Our Pledge to End Systemic Racism

We have taken a pledge to eliminate systemic racism in the financial services industry and in our communities. This means that we will collaborate with partners to enact meaningful change, continue to educate ourselves, and engage in reflection with the goal of taking daily actions to end the unacceptable cycle of systemic racism.

Our Actions Are Aligned with Our Guiding Principles

  1. Discussing Diversity, Equity, and Inclusion alone is not sufficient. Our team does more.
  2. We take actions, we learn, and we understand. We strive to create positive change in our practice, industry, and our community.
  3. We are an anti-racist practice. We stand with our financial services community against systemic racism. We have zero tolerance for racism.
  4. We partner with many Allies, and we are committed to helping them become Advocates for Diversity, Equity, and Inclusion.
  5. We value education, and we strive to continually learn and understand people.
  6. We commit to creating an authentic culture that reflects our core values. We listen and truly hear you.
  7. We approach all interactions with our clients with an open mind, empathy, and a desire to learn and understand. We respect and appreciate others’ experiences.
  8. We value our community that celebrates diverse cultures and experiences, and we share our community's challenges and successes.
  9. We collaborate with our strategic partners who are committed to Diversity, Equity, and Inclusion, as we believe we are stronger together.
  10. We incorporate Diversity, Equity, and Inclusion principles in our hiring practices. 

You Belong

When you work with Family Wealth Management Group, you can be confident that you belong here. You will be respected and celebrated as an individual in all of your experiences with us.