Sustainable Wealth Advisory Group

Sustainable Wealth Advisory Group is a single-advisor, CFP-led registered investment advisor that provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and corporations or other business entities. Services include custom, non-discretionary portfolio management, tiered comprehensive planning (Silver, Gold, Platinum), and standalone financial planning and investment consulting engagements.

The firm employs a tactical allocation approach intended to reduce risk and pursue improved performance, using fundamental, technical, and cyclical analysis as appropriate. It implements that approach across a wide range of instruments — exchange-listed and over-the-counter securities, mutual funds, municipal and U.S. government securities, variable insurance products, private placements, and interests in real estate or oil and gas partnerships — and routinely recommends reallocations, cash positions as hedges, and targeted stock selections to adjust sector or dividend exposure.

Noteworthy for an independent, single‑advisor practice, Sustainable Wealth accepts institutional-type clients (charitable organizations and business entities) in addition to individuals while generally excluding lower-net-worth retail clients, reflected in its stated account minimum and its policy of reserving certain plan-update concessions for larger managed accounts. The firm’s small scale (one advisor, 33 clients, roughly $4 million in AUM), non‑discretionary trading model, and the principal’s dual role as a CFP and licensed insurance producer — with coordination of third‑party tax and estate specialists when needed — further distinguish its operating model from many peers.