Who We Are

W&M is a web of people of wealth who seek to align the flow of their financial resources with the Holy Spirit in service of Divine Love and Justice. Our work is rooted in ancient Christian traditions, contemplative and prophetic, and modern social movements for justice.

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What We Do

We offer multi-day retreats and one-day workshops during which we share our money stories with courage and compassion and explore the intersections of spiritual wisdom and social justice. We also share what we are learning through writing, speaking, blogging and newsletters.

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How We Do It

We draw our practices from Wisdom Christianity and modern social movements for justice. These practices support inner transformation and allow us to follow our deepest inner promptings into real-world action.

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Personal Stories

“One of my mantras from Tilden Edwards is “money is an icon and an energy of God that we are called to circulate with joy.” In our society money has become an idol.  To call it an icon means it is a portal for the energy and love of God to move into the world.  I am not just holding that as an abstract idea.  The ability to say I want to give $50,000 to this hospital has created so much joy in me.  And it has created so much joy in the people who are receiving it.”

“The day I left Haiti, I got on a 90-minute flight to Miami. From there I caught a three-hour flight to New York and then drove two hours to my family’s summer home in the Hamptons, one of the wealthiest neighborhoods in the country. In one day, in other words, I went from one of the poorest areas of the Western Hemisphere to one of the richest. It was disorienting and disturbing to realize where I stood in the global family. What could I do?”

“Our retreat group was thinking about funding a micro business in Rwanda. I said that someone had to put in the seed money. Helen and I decided that we would be the seed money. That was the beginning.  It was so freeing.  It was so easy.  It had nothing to do with what I gave; it was the gift that I received. The gift was fully coming from the Christ within me. The part of me that said, “you don’t have enough, be careful” felt safe through the incredible love of Christ.”

“I had been an investment banker and started thinking about the meaning of my work and the purpose of all the money that was being processed. I wondered, “What impact does all this money have in people’s lives?” I ended up having a mystical experience while praying on the subway which jarred me into realizing that I needed to answer the love that I was receiving from God in even more meaningful ways than I was.”

Upcoming Events

Monthly Spiritual Practice & Conversation

August 2, 2021 — August 2, 2021

Videoconference - RSVP to receive the link

Wisdom & Money hosts monthly videoconference gatherings for people of financial wealth and/or people from a culture of wealth who desire to bring awareness to their relationship with money in order to participate in the transformation needed in our personal lives as well as in the world.

Open Retreat: Praying Our Money Questions

September 9, 2021 — September 12, 2021

St Margaret’s Convent - Duxbury, Massachusetts

What if our financial resources were aligned with the ancient wisdom of spiritual transformation and right action? The contemplative stream of Wisdom Christianity offers practices that aid both the inner healing and the opening of the heart that bring us and our money into resonance with higher knowing.

Trailblazing Institute: 18-month training program

October 4, 2021 — May 7, 2023

Forrest Hills Resort (near Atlanta, Georgia)

Our 18-month training program begins this October 2021. It is comprised of six four-day workshops and one closing conference, all spanning a Thursday - Sunday period at the lovely Forrest Hills Resort near Atlanta. Details and registration coming soon!


Session 1: October 7 - 10, 2021 Session 2: January 27 - 30, 2022 Session 3: April 28 - May 1, 2022 Session 4: July 21 - 24, 2022 Session 5: September 15 -18, 2022 Session 6: January 26 - 29, 2023 Final conference: April 24 - 30 or May 1 - 7, 2023 (TBD)

Details & Registration

Coming soon!

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From the Blog

From the Blog