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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.
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Latest News


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

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

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

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


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