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