Overview

Sustainvest’s approach to investment and financial planning protects you and your family while positioning you to live life according to your goals and interests. You will work directly with Dale Wannen, our founder and financial advisor. He will address immediate concerns and develop long-term plans that give you time to do the things you want to do, not worry about proper asset allocation and rebalancing. Service may include:

Investment Management

  • Customized portfolio construction
  • Regular performance and allocation reviews
  • Tax consideration in portfolios
  • Impact and ESG investment options
  • 401(k) management for current and past plans
  • Inherited stock management
  • 529 plans and other education savings solutions
  • Donor Advised Funds (DAF)

Retirement Planning

  • Retirement planning (we use financial planning program MoneyGuidePro)
  • Help define and prioritize your goals to help put financial decisions into perspective
  • Compare current and target asset allocation recommendations
  • Cash flow

Impact Investing

Impact investing encompasses a wide range of decisions about how your investment assets have an impact in the world. What is now called SRI or Sustainable and Responsible Investing, we will help guide your portfolio using ESG (environmental, social, governance) criteria. This will help you align your portfolio with your values.