Sustainable Wealth Advisors (SWA) is a retirement and investment management firm based in Saratoga Springs, New York.
Harry Moran is SWA’s founder and has been providing financial guidance to socially conscious investors since 1988. SWA’s affiliation with Sustainable Advisors Alliance, LLC offers the firm the opportunity to collaborate with a dedicated group of financial professionals who also specialize in Impact Investing.
Sustainable Wealth Advisors has a long-standing association with First Affirmative Financial Network, which offers a variety of resources including social and environmental research and cutting edge Sustainable Investment Solutions. With 30-plus years in the financial field, Mr. Moran has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary ®.
ALIGN YOUR FINANCES WITH YOUR ENVIRONMENTAL AND SOCIAL VALUES
You’ve always known it was more than just about the money. It’s about creating a fulfilling life that also makes an impact. It’s about harmony as opposed to conflict, and it’s a powerfully liberating experience.
At Sustainable Wealth Advisors, we help socially and environmentally conscious investors define and achieve their highest goals by aligning their money with their values. With Sustainable Wealth Advisors, you start realizing the vast possibilities and choices you have to make a difference with your wealth in your community and the world. You get energized from the moment you start thinking about pursuing your life’s work, and breaking free from real or perceived obstacles.
You might be in mid-career, closing in on retirement, or have already achieved financial independence. Perhaps you want to protect your standard of living, or are dealing with difficult tax or emotional issues surrounding money or an inheritance.
Advisory services provided by Sustainable Advisors Alliance, LLC, with Harry Moran, CFP®, AIF®, CeFT® as Investment Advisor Representative (IAR) also doing business under the name Sustainable Wealth Advisors. Sustainable Advisors Alliance, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.