Financial success is a choice.
ABOUT OUR FIRM
When looking to secure your retirement, provide for your family, or preserve your legacy, you want to have the best team to guide you. Finding the right firm to help with your investments, portfolio management, retirement, and estate planning is one of the most important decisions you will make.
For more than a quarter century, the Gitterman name has resonated within the higher education marketplace and high-net-worth individuals. Founded by Jeffrey L. Gitterman and Elias S. Rauch, Gitterman Wealth Management is an independent SEC registered investment advisory firm providing retirement and wealth management services to the higher education marketplace and high-net-worth individuals.
We are also a leader in the Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing space, offering sustainable investing services for individuals, as well as sustainable research, education, and investing solutions for other financial advisors. Over the past several years, our firm has also served as the host of the 2018 Sustainable Investing Conference at the United Nations, as well as the 2016 and 2017 NYC Sustainable Investing Conferences.
“There are few, if any, endeavors that can have more of a positive impact on society than the migration of investor capital towards more sustainable investing opportunities.”
Jeff Gitterman is a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. Gitterman Wealth Management’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services offer opportunities for individual clients and other financial professionals in the Sustainable, Impact, and ESG arenas.
“We are stewards of our clients’ wealth, singularly focused on the attainment of their objectives.”
Eli Rauch began his investment-banking career in 1982, working over the ensuing 18 years in Boston, Amsterdam, London, and New York City. As a co-founding partner, Eli’s practice is focused on high net-worth individuals, small business owners, foundations and endowments. He is also a frequent speaker at colleges and universities throughout the Tri-State area.
As each client is unique, we understand the importance of dedicated, ongoing, and focused attention. We work with our clients to build the picture they want to create, focusing on their wants, needs, goals, and objectives.
Impact/ESG Investing Services for Individuals
Interest in Impact/ESG Investing has grown significantly over the last several years. Our consultative process includes portfolio recommendations customized to an individual clients’ needs.
Impact/ESG Investing Services for Financial Professionals
SMART Investing Services by Gitterman Wealth Management are one of the first turn-key portfolio construction and marketing solutions for advisors interested in Impact and ESG Investing.