To thrive in our complex world
Gitterman Wealth Management aligns your investments with solutions for a sustainable future.
Services We Offer
Financial & Retirement Planning
Whether planning for retirement, establishing your own business, or anything in-between, every successful financial plan follows a carefully designed strategy. Gitterman Wealth Management’s team of advisors will identify your values, objectives, and relevant circumstances to develop a constantly calibrated strategy to ensure your short- and long-term goals are obtained more efficiently.Meet with an Advisor
We specialize in understanding the nuances of an expanding sustainable investing universe and evaluating diverse managers and strategies to find compelling opportunities. We designed our SMART (Sustainability Metrics Applied to Risk Tolerance)® investing solutions to be core holdings that seek to deliver above-average risk-adjusted returns. Our in-house investment analysts have vetted every investment manager and strategy within our solutions according to our rigorous, institutional quality investment methodology.Meet with an Advisor
Estate Planning, Tax, Insurance
Our clients look to us for guidance across various topics, including estate and legacy planning, tax planning, and insurance needs. Gitterman Wealth Management has galvanized relationships with experienced attorneys, accountants, insurance providers, and many other professionals to ensure every pillar of your financial house is firmly in place. We’re happy to collaborate with your existing professionals or curate a supporting team of professionals.Meet with an Advisor
Your Trusted Advisors
Gitterman Wealth Management has been the trusted advisor for individuals, families, and institutions in wealth management with unparalleled thought leadership for more than a quarter century.
At Gitterman Wealth Management, we are committed to providing cutting-edge financial insights through our extensive network of industry relationships and recognized thought leadership in sustainability.
Our own Jeffrey L. Gitterman is the co-host of TheIMPACT TV show, which airs on fintech.tv and Bloomberg TV.
Building a Values-Based Portfolio – Barron’s
The Great Repricing Report: Financial Advice in the Age of Climate Change
We are working hard to plan our next event. Please provide your email below to stay informed about our upcoming events and insights. We look forward to meeting you soon.