Financial success is a choice.
ABOUT THE FIRM
Trying to plan for the future? Whether it’s securing your retirement, providing for your family or preserving your legacy, you know what you want out of life but you don’t know how to proceed. To get there you need the best team.
For more than a quarter century the name Gitterman Wealth Management has resonated within the higher education marketplace and with high-net-worth individuals. Founded by Jeffrey L. Gitterman and Elias S. Rauch, Gitterman Wealth Management is an independent SEC registered investment advisory firm providing retirement planning to the higher education marketplace and wealth management services to high-net-worth individuals.
“Retirement Planning is not a product, it’s a process. Good planning begins with good listening.”
Jeff Gitterman has specialized in financial, wealth and distribution planning within the academic community since 1991. In 1997, Jeff founded his own firm, which focuses on educating college and university professionals and helping them manage all aspects of their finances.
“We are stewards of our clients’ wealth, singularly focused on the attainment of their objectives.”
Eli Rauch began his investment-banking career in 1982, working over the ensuing 18 years in Boston, Amsterdam, London and New York City. As a co-founding partner, Eli’s practice is focused on high net-worth individuals, small business owners, foundations and endowments.
When you start putting a puzzle together, what do you start with? You start with the box cover, the picture.
We work with our clients to put the puzzle together (which makes up the clients wants, needs, goals and objectives) to build the picture they want to put together.
We build our services around the clients needs, not the other way around. We build many puzzles every week, each uniquely different since each client is uniquely different.
Serving our community for over 25 years.
Impact Investing Services
The interest in sustainable investing has grown significantly over the last several years. Our consultative process includes portfolio recommendations customized to an individual clients’ needs.
SMART Portfolio Solutions by Gitterman Wealth Management are one of the first turn-key portfolio construction and marketing solutions for advisors interested in Impact and ESG Investing.
Jeff Gitterman visited the Asset TV studio to talk about various topics on retirement including MLPs, REITS, and alternatives, and explains why a client should focus more on the output of their portfolio instead of their specific “retirement number”.