#USA #Goldman Sachs #New York #Wealth Management #Net Positive Consortium

Net Positive Consortium in Wealth Management Achieves New Heights

The Net Positive Consortium in Wealth Management (NPC), a coalition of top-tier financial advisory firms, has made significant strides recently by being recognized with an esteemed industry award and welcoming a new strategic partner, Goldman Sachs. This compels us to examine the implications of these developments on the financial advisory landscape.

Industry Award Recognition

On October 28, 2025, the NPC was awarded the Corporate Social Responsibility accolade from WealthManagement.com. This recognition is an important testament to the Consortium's proactive approach towards creating a positive ripple effect on clients, communities, and the environment. The award underscores the Consortium's dedication to not only driving business growth but also ensuring that this growth leads to tangible, positive impacts.

With its commitment rooted in a philosophy that wealth management should serve as a catalyst for good, NPC aims to reshape industry standards. As stated by Suzanne Siracuse, CEO of Suzanne Siracuse Consulting and the lead consultant to the NPC, the award signifies a growing acknowledgment that successful firms are those that measure their achievements by the positive influence they exert on the lives they touch.

New Tools and Resources for Advisors

In addition to the award, the NPC has launched new resources aimed at enhancing the capabilities of financial advisors. An addendum to the "Unlocking Your True Potential" Executive Brief was released, incorporating best practices and innovative programs that are being successfully implemented by its member firms. Featured insights detail transformative case studies and the success stories of various member firms that illustrate the Consortium's ethos.

Member Success Stories

• - Bogart Wealth has introduced its Advisor Growth Track – Next Gen Talent Program, which not only provides college seniors with valuable internship experiences but also lays out a pathway for future careers in financial advisory.
• - Meira Wealth focuses on community service, offering free financial planning and tax-preparation services to underserved populations in collaboration with local organizations such as Catalyst Miami and Savvy Ladies.
• - Perigon Wealth contributes to its community via the Pledge 1% initiative, allocating a portion of its profits and resources to support local nonprofit entities.
• - Uplifting Capital organizes the Impact Convening Program, uniting investors, fund managers, and policymakers to foster discussions on pressing social issues like criminal justice reform and affordable housing.
• - Guiding Wealth has launched The Residency, an intensive program that equips aspiring financial planners with the necessary skills and experiences to become Certified Financial Planner™ professionals.
• - First Pacific Financial, a certified B Corporation, integrates sustainable practices into its operations, underscoring its commitment to environmental stewardship.

Momentum in the Wealth Management Sector

The NPC's recent milestones highlight a growing trend among financial advisors towards responsible and community-focused practices. As Grant Rawdin, CEO of Wescott, notes, the collaboration among advisors is crucial in building stronger businesses and fostering healthier communities.

The invitation remains open for firms of all sizes within the wealth management and financial planning spheres to join the NPC in this progressive movement. With industry stalwarts like Focus Partners Wealth and Mariner already on board, the Consortium is poised to further its mission of ensuring that wealth management continues to evolve into a force for good.

To explore membership options or to learn more about the resources available, potential members should visit www.netpositivewealth.com. The Consortium's concerted efforts, demonstrated through both recognition and expansion, underscores that financial success is far more meaningful when aligned with a positive societal impact.

In an extraordinary story of growth and responsibility, NPC exemplifies the potential of financial advisory services to contribute positively to society.