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Sustainvest Asset Management, LLC

GO LOCAL Member

707-766-9480

24 Western Avenue, Suite 309
Petaluma, CA 94952

Would you recommend this business?
269 people have recommended this business.

Hours of operation
Monday Closed
Tuesday Closed
Wednesday Closed
Thursday Closed
Friday Closed
Saturday Closed
Sunday Closed

Sustainvest Asset Management, LLC is a registered investment advisor (RIA) based in Petaluma, CA which focuses on sustainable investing. As an independent practice, we are able to give clients an objective view without any conflict of interests.

Our goals and those of our clients are one and the same. Sustainvest Asset Management is a fee only advisor and does not earn any fees from commissions or mutual fund fees. Our incentives are aligned with our clientÂ’s best interest to grow their assets and meet their financial goals.

Clients include individuals, families, foundations, social justice organizations, and non-profits with services including investment management, 401k, 403b or IRA rollovers, trust accounts, non-profit asset management, retirement planning, fixed income investing and managing inheritances.

Photos

 
Founder, Dale Wannen
Founder, Dale Wannen
Sustainvest Logo
Sustainvest Logo

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