SUSTAINABLE WEALTH STRATEGIES, LLC

Overview

Sustainable Wealth Strategies, LLC is a small, privately owned advisory firm that positions itself as a capital allocator and financial planning practice. The firm focuses on portfolio management for individuals and small businesses and performs selection of other advisers when clients need access to outside managers or specialized strategies. It identifies as an active ESG investor, which suggests environmental, social and governance criteria are integrated into security selection and manager selection decisions. The firm's fee model is flexible — it can charge a percentage of assets under management, hourly fees, or fixed fees — which indicates it serves both ongoing discretionary relationships and project-based planning clients. Being organized as a limited liability company with an individual owner, the business model appears oriented toward personalized, consultant-style relationships rather than a large-scale institutional platform.

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Investments & Alternatives

Location & Offices