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