Helpful Resources

SMART Investing Services
for Financial Professionals

We aim to provide advisors with everything they need to market and deliver services related to the rapidly growing trend of Impact/ESG Investing.

SMART Investing
for Individuals

Master the arena of ESG Investing and understand the differences between ESG, Impact and SRI Investing. SMART Investing Services act like your car’s GPS system to capture and filter through ESG data that is now available to investors.

New Jersey

As a higher education professional, you know more than anyone that planning ahead of schedule is incredibly important.


Our mission is to help you manage your wealth so it has a positive impact on your life and the lives of generations to come.


Jeff Gitterman went from having nothing to everything in the space of two years, only to discover that success wasn’t what he thought it was.