SUSTAINABLE WEALTH ADVISORS (SWA) IS A RETIREMENT AND INVESTMENT MANAGEMENT FIRM BASED IN SARATOGA SPRINGS, NEW YORK.
A 30-plus year veteran of the financial advisory profession, Harry Moran began his career with an Albany NY-based mutual fund company before joining Advantage Capital Corp in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant & Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable, responsible, and impact (SRI) investments in 1988 and then made the commitment to specialize in this approach in 2001. He has been a network advisor with First Affirmative Financial Network since 2001 and was an Investment Advisory Representative (IAR) of Portfolio Resources Advisor Group, Inc. (PRAG) from 2011 until April 2021. Harry also served on the PRAG Investment Committee from 2018 until his departure in April 2021 to become a Founding Member of Sustainable Advisors Alliance, LLC (SAA). SAA is a national financial advisory firm founded by 6 experienced professionals who have dedicated their careers to values-driven strategies with measurable positive environmental and social impact.
CERTIFIED FINANCIAL PLANNER TM
Accredited Investment Fiduciary ®
Certified Financial Transitionist®
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.
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.
At Sustainable Wealth Advisors, we have the tools and team to help socially conscious investors define and achieve their highest goals by aligning their money with their values.
What does success look like to you?