Our Consulting Services

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Reveal group dynamics. Strengthen culture. Lead with clarity.

The Social Wealth Inventory™ (trademark pending) is the foundation of our consulting services. Rooted in research and grounded in group behavior, it offers a clear, behavior-based understanding of how people show up in systems. The Inventory assesses how individuals build trust, stay engaged, and navigate tension across personal and professional contexts.

Each individual receives a Social Wealth Profile, a practical framework that identifies their unique approach to relational depth, motivational drive, and sensemaking style. These profiles provide insight into how people contribute to group dynamics and where they may thrive or struggle within a team or organizational culture.

Using the Inventory and Social Wealth Profiles as a lens, we conduct a comprehensive evaluation and deliver an Insights Report that synthesizes individual and collective patterns. The report highlights cultural strengths, identifies areas for growth, and offers clear, actionable recommendations.

Rather than applying a generic model, we tailor our approach to your specific context. Our goal is not just to measure culture but to support leaders in designing systems where trust, connection, and clarity can grow. With this data-informed foundation, you can align strategy with culture, strengthen collaboration, and invest in the human dynamics that drive long-term success.

The Social Wealth Inventory™ helps businesses understand how teams build trust, stay engaged, and respond to tension. Social Wealth Profiles offer insight into team dynamics, supporting stronger leadership, collaboration, and a culture where people feel connected and committed. 

The SWI supports colleges and universities in building inclusive, trust-based communities. Social Wealth Profiles reveal how students connect and engage, offering data to improve belonging, leadership development, and campus-wide cohesion. 

Mission-driven organizations use the SWI to strengthen team alignment and stakeholder trust. Social Wealth Profiles make group dynamics visible, helping nonprofits and coalitions collaborate more effectively and adapt to complexity with greater confidence.