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Who We Are

RINA Wealth Management Services is an investment advisory firm located in Oakland, California. Our mission is to help individuals and families realize their financial goals while investing in companies and products that make a positive, social, and/or environmental impact. As a local financial advisory practice with roots embedded in the community, our goal is to help you invest for the future and make a difference at the same time.

RWMS clients also benefit from our firm’s association with RINA Accountants & Advisors. Together we can provide smooth coordination of investment and tax decisions that help you maximize your financial success.

Our Investment Strategy

investment strategy

At the core of our investment philosophy is the strategy of investing in companies that benefit our communities, whether socially, economically or environmentally. We’re passionate about making a difference and helping to solve some of the ailments that afflict our world. We do this by conducting extensive research on companies that we invest in, analyzing many economic and social factors that are congruent with our investment philosophy. The result is a well-constructed investment portfolio with competitive performance and a measurable social impact.

While socially responsible investing is at the core of our investment strategy, we’ll still invest in traditional investment solutions and portfolios if you prefer that type of investing approach.