Sustainable Wealth Management

More About Sustainable Wealth Management

Sustainable Wealth Management was born from the idea that wealth management should be, well, about you. And for us, it is. Our founder left his position at a corporate firm because he was frustrated by the culture of putting the company first and the client second. Since our founding in 2004, we've worked hard to always put our clients first. We've structured SWM to be focused entirely on what's best for our clients. Which is why everything from our fee structure and investment offerings, to the level of detail and care we put into each personalized financial plan, is set up to give you options, stay true to your values, and ultimately make you money. What we're trying to say is, we're on your team.