SUSTAINABLE WEALTH ADVISORY GROUP

Overview

Sustainable Wealth Advisory Group is an independent, individually owned Registered Investment Advisor operating as a limited liability company that focuses on serving individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals, small businesses and institutional clients, and charges clients through a mix of percentage of assets under management, hourly fees and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant. Investment emphasis is equity‑centered, with a clear preference for exchange‑traded equities as the primary vehicle for client portfolios. With a small asset base, the firm appears to operate a hands-on, advisory model: the entire reported asset base is non‑discretionary, indicating clients retain final trading authority and the adviser primarily provides recommendations and planning rather than broad delegated portfolio control.

Assets & Accounts

Investments & Alternatives

Location & Offices