Gitterman Wealth Management, LLC

Based in the US, Gitterman Wealth Management provides comprehensive financial advisory and investment management services, emphasizing sustainable investment strategies to align client portfolios with their values. Founded in 1989 by Jeffrey Gitterman, Gitterman Wealth Management specializes in financial advisory and investment management services. Founded in 1989, the firm is headquartered in Edison, New Jersey, US. In October 2025, Gitterman Wealth Management was acquired by Perigon Wealth Management, LLC, a portfolio company of Constellation Wealth Capital.

Financial terms of the deal were not disclosed. Gitterman Wealth Management offers a range of financial advisory and investment management services tailored to align client portfolios with sustainable investment strategies. Their core product, the SMART (Sustainability Metrics Applied to Risk Tolerance) ® Investing Solutions, focuses on delivering sustainable core holdings while seeking above-average risk-adjusted returns. The firm develops personalized financial plans that encompass retirement planning, estate planning, tax strategies, and insurance needs.

Their clientele includes individuals, families, and institutions across the United States, reflecting a growing interest in sustainable investing. Gitterman Wealth Management's revenue is primarily generated from advisory fees linked to the management of client investments and comprehensive financial planning services. Clients typically subscribe to their ongoing investment management solutions, which may include performance-based fees contingent upon meeting specific financial goals. The firm's client-centric approach enables direct relationships, providing personalized advice and investment strategies, particularly within their flagship SMART Investing Solutions.

With the recent acquisition by Perigon Wealth Management, LLC effective October 2025, the focus is on expanding wealth management solutions. The acquisition is expected to enhance Gitterman Wealth Management's offerings and support further expansion into new markets. Specific future product launches and geographic regions targeted for growth are not detailed publicly at this time.