To thrive in our complex world

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.

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.

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.