To thrive in our complex world

Gitterman Wealth Management aligns your investments with solutions for a sustainable future.

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Personalized Advice

We assess the terrain of your journey and re-route whenever necessary to ensure you stay on the path to your goals.

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SMART Solutions

We offer SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions for your portfolio.

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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.

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Investment Management

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.

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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.

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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.

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Financial Insights

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.

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Featured Video

Our own Jeffrey L. Gitterman is the co-host of TheIMPACT TV show, which airs on and Bloomberg TV.

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Featured Article

Illustration of Jeff Gitterman

Building a Values-Based Portfolio – Barron’s

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Featured Report

The Great Repricing Report Cover

The Great Repricing Report: Financial Advice in the Age of Climate Change

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Upcoming Events

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.

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