Services

Sustainable Wealth Advisors offers 4 primary services:

  • Financial and Life Planning
  • Retirement Planning
  • Sustainable and Responsible Investment Management
  • Mission-related Investment Consulting Services for Non-profits, Endowments & Foundations

Please feel free to contact us or call (518) 450-1755 to set up a 15-20 minute “get acquainted call”. If it feels like a good fit, we will schedule a face-to-face complimentary 1 hour consultation at our Saratoga Springs or Latham locations. With your input, we’ll define the scope of the work and provide you with an estimate of the fee and timeline for our partnership.

Depending on the scope of the engagement, clients will receive one or more of the following ongoing services:

  • Goal Setting & Values Clarification
  • Detailed Financial Analysis
  • Customized Financial Action Plan
  • Retainer Arrangement Providing Ongoing Plan Monitoring, Updating and Consultation
  • Semi-Annual Planning & Review
  • Quarterly Investment Portfolio Reporting & Monthly Account Statements
  • Periodic Seminars & Workshops
  • Community Investment Opportunities