Gitterman Wealth Management

Gitterman Wealth Management is a leader in the Sustainable, Impact, and Environmental, Social, and Governance investing space, offering extensive research, education, and investing solutions for financial advisors and individual investors. The firm specializes in providing comprehensive, customized financial management solutions, and brings value to clients by providing guidance through the unique perspectives of their financial landscape. Gitterman Wealth blends industry best practices, behavioral investing principles, powerful technological tools, and straightforward investment models with customized financial guidance. Gitterman Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth individuals and pension and profit-sharing plans.

  • Gitterman Wealth is a leader in sustainable investing, offering access to world-class investment managers who use environmental, social, and governance (“ESG”) data.

  • The firm's SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions are designed to be core holdings, and aim to deliver above average risk-adjusted returns.

Gitterman Wealth Management's Services

  • Financial and Retirement Planning

    • Create a customized financial plan that supports long term and short-term goals

    • College tuition, retirement, business establishment, or anything integral to your personal plan

  • Investment Management

    • Investment strategy developed to meet your goals

    • Tailored strategies to incorporate your time horizon, return objectives, risk tolerance, and tax situation

    • Offers diversified investment portfolios, including sustainability-focused, SMART Investing Solutions

  • Estate Planning, Tax, and Insurance

    • Guidance across a wide range of topics, including estate and legacy planning, tax, and insurance needs

    • Has experience working with lawyers, accountants, insurance providers, and many professionals