"Investing With Heart"

Welcome to Progressive Wealth Management!

We invite you to join and unite with us, the community of Socially Responsible Investors, committed to making the world a better place, so we can have more impact, with your help, and by investing with the wisdom of the heart.

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Services Offered

We are an independent fee-only investment advisory firm located in the San Francisco Bay Area specializing in what is known as Sustainable and Responsible Investing (SRI), Green Investing, Mission-Based or Stewardship and Values Investing, and formerly Socially Responsible Investing.  

We are SRI Advisors providing quality, independent, and objective needs-based advice and services, including retirement plans, income and cash-flow management, comprehensive and/or modular financial, estate and tax planning, fee-only investment management and hourly advisory services since 1988 for individuals, small businesses and organizations. 

We offer a complimentary initial consultation and free second opinions.


We were the first Bay Area financial services company to be Green Business Certified, and have been continuously since 2001.

Please browse our website and articles to learn more.

You can contact us at 510-215-6700 or if outside the area at 877-322-0772 or email us at: amoskowitz@protectedinvestors.com  


Our Mission is:

  • To Empower you to protect and build wealth and financial security
  • To Provide Solutions to improve your quality of life and make your life easier
  • To Honor and Align your investments with your values
  • To Foster social justice, environmental stewardship and sustainability for you, your children, future generations, and for our Mother Earth



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Advisory services offered through Protected Investors of America, an SEC Registered Investment Advisor.  
Progressive Wealth Management and First Affirmative Financial Network are not affilitates or subsidiaries of Protected Investors of America.