Gitterman Wealth Management, LLC Email Format

Financial ServicesNew Jersey, United States2-10 Employees

Gitterman Wealth Management, LLC is a financial services firm based in Edison, New Jersey. With more than 25 years of wealth management and pension experience, it serves individuals in the academic community, business owners, and high-net-worth clients across the United States. The firm offers comprehensive, customized financial management solutions and reports assets under advisement totaling over one billion dollars, including regulatory assets under management and ongoing consulting arrangements such as the New Jersey Alternate Benefit Program and related brokerage accounts.

Investment advisory services are provided through Gitterman Wealth Management, LLC, an independent advisor registered with the Securities and Exchange Commission. Associated persons work with Vanderbilt Securities, LLC to offer securities, with the two entities operating as separate, federally regulated entities. The firm has pursued sustainability-focused investing through its SMART initiatives, launching Sustainability Metrics Applied to Risk Tolerance Unified Managed Account Models in 2020 and partnering with Merchant Investment Management in 2019 to extend these solutions to private families and other advisory firms.

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