Sustainable Wealth Advisors (SWA) is a financial planning 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 partnership with the Impact Investing Division of Portfolio Resources Group, Inc., offers the firm the opportunity to collaborate with a dedicated group of financial professionals who also specialize in Impact Investing.
Sustainable Wealth Advisors also continues its 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 years in the financial field, Mr. Moran has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary ®.
Align your money with your 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 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.
We have the tools and the team to help you feel empowered. Gain back the comfort, confidence and control over your money, career and your life… That’s real success!