People & Purpose

Ethical Investment Wealth Managers

With Your Future In Mind

Located in La Jolla, CA, Sage Stone Wealth Management, registered in 2010, provides values-based ethical investment services in multiple states and providing investment advisory services for over 100 clients. We look forward to the opportunity to walk alongside you, investing in a better future.

Our People

MARY NABER

President & Founder

Prior to founding Sage Stone, Mary served as a Senior Vice President – Investments and Wealth Management Advisor at Merrill Lynch in Beverly Hills. She is the author of “Catholic Investing: The Financial Effect of Screens“ in the Journal of Investing, the first published empirical research documenting the financial impact of socially conservative screens. Her article "Christ’s Returns" was featured in Christianity Today. Mary’s expertise in the field of ethical investing is highlighted in over half a dozen books and multiple magazines. She is the first undergraduate in the history of Harvard University to receive a double major in Economics and Religion, with Honors.

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MICHAEL LOPEZ

Vice President of Financial Analytics & Operations

Michael previously served as a Financial Management Consultant to Charter Mason in Melbourne, Australia. His prior roles include serving as a Senior Financial Analyst at Kaiser Permanente and a Controllership and Tax and Fixed-Income Accountant with Arthur Anderson. He also served as a Financial Advisor at Merrill Lynch in the San Francisco area. Michael holds a Masters of Applied Finance from the University of Melbourne, which he achieved after receiving his undergraduate degree in Economics from Harvard University.

Our Purpose

The purpose of Sage Stone Wealth Management is to align financial objectives with ethical and sustainable values, ensuring that investment decisions consider the social and environmental impact of businesses.

Ethical investors just like you, seek to support companies that operate responsibly, promoting positive change in areas such as climate change, human rights, labor practices, and corporate governance.

By allocating capital towards sustainable and socially responsible enterprises, Sage Stone aims to generate both financial returns and contribute to a more equitable and sustainable future for you and those you know and love.