During the Coronavirus outbreak, Sustainvest does not anticipate any interruption in our services. We regularly are checking emails and can be reached at info@sustainvest.com. All appointments will be via telephone until further notice.

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Sustainvest News

For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio

June 15, 2017March 2, 2020 Dale Wannen

ARTICLE BY BILL SWINDELL @ THE PRESS DEMOCRAT | May 21, 2017 Dale Wannen isn’t your typical investment adviser: His goal is to get his clients to see green both […]

Sustainvest Invited to Speak at Sustainable Enterprise Conference 2017

March 24, 2017March 2, 2020 Dale Wannen

Upcoming Sustainable Enterprise Conference, in it’s 12th year, has been an annual go to gathering for sustainably-minded folk in the North Bay. Sustainvest founder, Dale Wannen, is privileged to have […]

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Office: 707-766-9480

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Sustainvest

Sustainvest Asset Management is a registered investment & financial advisor based in Petaluma of the Bay Area in Northern California. The firm is solely focused on impact investing/sustainable and responsible investing helping clients realize they no longer have to lose sleep at night because of the companies they hold in their portfolios.

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Address: 215 Western Ave, Ste B, Petaluma, CA 94952

Phone: (707) 766-9480

Email: info@sustainvest.com

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