Sustainable Wealth Management

300 East 17th Street, Vancouver, Washington 98663


We provide investment management and financial planning services to individuals and small businesses.

Green Business Features

Sustainable Wealth Management offers clients the option to own Socially Responsible Investments (SRI) in their portfolios. In addition to providing an investment option that supports clients' interested in environmental and social responsibility, Sustainable Wealth Management has taken steps to minimize their environmental footprint by:

  • Encouraging carpooling to meetings
  • Using ceramic coffee mugs instead of disposal cups
  • Saving energy on heating and cooling by weatherstripping the front door and adjusting their programmable thermostats

Year Green Biz certified: 2012

Map Location

company map
300 East 17th Street, Vancouver, Washington 98663