Caledonia read more

Welcome to Caledonia Wealth Management, Ltd.

We are a full service, fee-only wealth management firm with a unique specialty in Sustainable Investing. Our goal is to seek out investments with superior performance and positioning on “sustainability” issues (i.e. environmental, social and governance) as we believe they are closely linked to achieving superior investment returns. Our philosophy of sustainability extends to all aspects of wealth creation, planning and protection and forms the framework for achieving financial success.
Learn more


Latest News

Caledonia Wealth Management, Ltd. has
moved! Go to our Contact page to find our new Boulder location.

Read More 3


Caledonia Wealth Management, Ltd. becomes a signatory of the 2011Global Investor Statement on Climate Change...

Read More 3


Caledonia Wealth Management, Ltd. was recently accepted as a member of UNEP FI, the prestigious global partnership between...

Read More 3


Keep up with Caledonia on

Our Services
  • Personal Financial Planning
  • Retirement Planning
  • Investment Management
  • Wealth Transfer Planning
  • 401(k) Plan Management
Read More

Caledonia Blog

For our most recent updates check out our Blog where you can comment and engage us directly on all things sustainable.
Visit Blog

          Home     |     Who We Are     |     Our Services     |     FAQs     |     Latest News     |     Contact Us     |     Blog     |     Disclosure