Gitterman Wealth Management

Gitterman Wealth Management

Jeff Gitterman founded the firm in 1989, initially as a conventional financial-planning and insurance practice. Over the following three decades, he progressively steered the business toward sustainable and impact investing, a pivot formally anchored in 2013 when he co-founded the GIIN Investor Forum-aligned advisory model that now defines the firm. Today, Gitterman Wealth Management operates from its headquarters in Edison, New Jersey, serving a concentrated base of individuals, trusts, and family entities who seek alignment between their portfolios and climate-conscious mandates. The firm allocates across public equities, fixed income, private equity, and real assets, with an explicit overlay that screens for carbon transition readiness and resource efficiency. GWM constructs bespoke separately managed accounts and also provides access to private fund commitments, including Gitterman's own thematic vehicle — the SMART (Sustainability Metrics Applied to Risk and Targeting) investment strategies — which embed climate-science data into manager selection and portfolio construction. The geographic focus is predominantly North America, though the underlying fund commitments and public-equity allocations typically extend into European and Asian sustainable infrastructure and green-bond issuers. GWM remains a compact operation by choice, competing on thematic depth rather than scale. While total assets under advisement are not publicly disclosed, the firm's presence in the registered-investment-advisor channel is amplified by Jeff Gitterman's role as a founding member of the United Nations-convened Financial Centres for Sustainability network and as a frequent speaker on the intersection of climate policy and fiduciary duty. In recent years, the firm has also co-produced the annual "ESG for Impact" conference, further cementing its niche network among family offices, faith-based endowments, and foundations pursuing net-zero-aligned portfolios. The structural differentiator for GWM is its unapologetic thesis concentration. Unlike the diversified RIAs against which it competes, Gitterman does not serve as a generalist asset gatherer: it declines clients who do not buy into the climate-as-fiduciary-risk framework. This narrows the addressable market but yields a client base whose average relationship duration and share-of-wallet likely exceed the RIA industry norm. The succession architecture remains tied to Jeff Gitterman's personal brand, which presents the firm's central governance question for the coming decade.