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

April 6th: Monthly Spiritual Practice & Conversation

April 6, 2023

Online via Zoom at 3pm - 4:30pm ET // 12pm - 1:30pm PT

Wisdom & Money hosts monthly online Zoom gatherings for honest conversation. These gatherings are for people of financial wealth and/or people from a culture of wealth who desire to bring awareness to their relationship with money. By cultivating this awareness, we help each other participate in the transformation needed in our personal lives as well as in the world.

We believe that spiritual transformation is best supported in intimate spiritual community. Together, we’ll engage in practices that help us apply our spiritual sight to our relationship with money. In this way, we learn to make money decisions that are guided by the light of life, and that participate in the creation of justice and unity. At these monthly gatherings, we meet for 1.5 hours for a lectio divina practice followed by sharing in small groups.
We will meet for 90 minutes at 3pm ET // 12pm PT on Thursday, April 6th, 2023.

Trailblazing Institute: 18-month training program

April 27, 2023 — October 15, 2023

Forrest Hills Resort (near Atlanta, Georgia)

Are you ready?

Many of us yearn for a more just world, one in which people of all genders, faiths, races and cultures live harmoniously and express their uniqueness together. But how do we make strides towards this vision? What can we do to make it a reality? In response to these questions, we have co-created the Trailblazing Institute along with Be Present, Inc. Unique in who we are, but unified in the pursuit of justice for all, we share 20 years of authentic partnership. This is rooted in our intentional approach to collaboration. Through your participation in the Institute, you'll gain skills and experience to bring to your partnerships as well. The Trailblazing Institute is a training program that meets for six, four-day intensive sessions over an 18-month period, kicking off in April 2022. We will be gathering at the beautiful Forrest Hills Resort near Atlanta, Georgia. See below for session dates, details and registration.

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From the Blog

From the Blog