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.
You need guidance in retirement planning, investment planning, portfolio management, estate planning and more.
For more than a quarter century the name Gitterman Wealth Management has resonated within the higher education marketplace as well as 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 and wealth management services to the higher education marketplace and high-net-worth individuals.
Gitterman Wealth Management is also a leader in the Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing space, and offers Sustainable Investing services for individuals, as well as Sustainable Research, Education, and Investing services for financial advisors.
Jeff Gitterman is a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. Gitterman Wealth Management’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services offer opportunities for individual clients and other financial professionals in the Sustainable, ESG, and Impact arenas.
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 at Gitterman Wealth Management, Eli’s practice is focused on high net-worth individuals, small business owners, foundations and endowments.
Services We Offer
Our experienced wealth managers specialize in providing services to participants within The New Jersey Alternate Benefit Program (ABP) and the Additional Contributions Tax-Sheltered Program (ACTS). We have proudly partnered with MassMutual where we are able to offer an array of investment options within the ABP and ACTS plans, regardless of what stage of the planning process a participant is currently in.
For high-net-worth individuals, we proudly provide client-centered services that cover a wide range of financial issues. Our comprehensive approach allows us to give each one of our clients a personal experience from start to finish, giving them guidance along each step of their financial journey. We understand how important the security and growth of your wealth is which is why we work on your behalf to protect it.
Over the past several years, we have seen our clients’ level of interest in sustainable investing grow, both in the number of investors interested and the breadth of investment opportunities being considered. At Gitterman Wealth Management, we understand that consultative process must drive client experience. Our new SMART investing services are one of the many ways we support our client’s desire to have a lasting impact.
SMART Portfolio Solutions are one of the first turn-key portfolio construction and marketing solutions for advisors interested in Impact and ESG Investing. It gives them everything they need to market and deliver services that provide an added layer of due-diligence, respond to the rapidly growing trend of Impact/ESG Investing, and generate competitive returns.
Why Should I Work With Gitterman?
As an independent and privately owned firm, we are under no obligation to offer proprietary products, which might interfere with providing objective and unbiased advice. Because of this, you can rest assured that our advice will be fair, honest and unbiased. All that matters to us is helping you get the best possible guidance needed to reach your dreams and secure your future. On-going and open communication between our firm and are clients is imperative to sustaining a successful planning relationship.
Interested in Learning More?
Learn a little more about Jeff’s journey from his book, Beyond Success: Redefining the Meaning of Prosperity. He went from having nothing to everything he’d ever wanted in the space of about two years – what at the time was the life of his dreams – only to discover that success wasn’t what he thought it was.
He couldn’t identify it, but there was still something missing. Implicit in the statement money won’t buy us happiness is the idea that something else will, even if we don’t know what that something else is. This is what led him to his beyond success story – the search for what lies beyond the things he thought would make him happy.
For a free preview, download the first chapter now.