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. 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.
With us, you’re you, not an account number. We’re passionate about investing in what matter most to you. No algorithms or one-size-fits-all financial planning here. We’re more interested in who you are and making your dreams a reality. Together, we’ll make a plan that’s personalized to fit your goals and resources. Whether that’s investing in environmentally friendly companies (we’re pros at socially responsible investing) or planning for all three of your kids to go to college, we’ve got you covered.
We believe in leaving our special corner of the world a little bit better off than how we found it—which is why we’re dedicated to serving our community and the amazing people within it. SWM is committed to giving back to the community we know and love through community service endeavors that support: Run Like a Girl, Ladybug Run, Young Life, Green Business Association, and Fort Vancouver Regional Library Foundation.
Should your non-profit be on this list? Give us a shout—we always have time to chat with our neighbors.