Services

Sustainable Wealth Advisors offers 4 primary services:

  • Financial and Life Planning
  • Retirement Planning
  • Sustainable and Responsible Investment Management
  • Mission-related Investment Consulting Services for Non-profits, Endowments & Foundations

Please feel free to contact us or call (518) 450-1755 to set up a 15-20 minute “get acquainted conversation”.

Depending on the scope of the engagement, clients will receive one or more of the following ongoing services:

  • Goal Setting & Values Clarification
  • Detailed Financial Analysis
  • Customized Financial Action Plan
  • Retainer Arrangement Providing Ongoing Plan Monitoring, Updating and Consultation
  • Semi-Annual Planning & Review
  • Quarterly Investment Portfolio Reporting & Monthly Account Statements
  • Periodic Seminars & Workshops
  • Community Investment Opportunities