Sustainable Wealth Advisors offers 4 primary services:

  • Financial and Life Planning
  • Retirement Planning
  • Sustainable, Responsible & Impact (SRI) Investment Services
  • Mission-Related Investment Consulting Services for Non-Profits, Endowments & Foundations
  • Transition Planning

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

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

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