Gitterman Wealth Management, LLC
Financial Services
Edison, NJ 964 followers
Investing for a sustainable future.
About us
With more than 25 years of wealth management and pension experience, the founders of Gitterman Wealth Management, LLC are proud to serve individuals in the academic community, business owners and high net worth clients throughout the United States. Our firm brings value to our clients by providing them with peace of mind as we guide them through the unique perspectives of their financial landscape. We specialize in providing comprehensive, customized financial management solutions advising on more than $1 billion in assets*. Investment advisory services are offered through Gitterman Wealth Management, LLC an independent investment advisory firm registered with the SEC (CRD 153062). Associated persons of Gitterman Wealth Management, LLC are licensed with and offer securities through Vanderbilt Securities, LLC, member FINRA/SIPC, registered with MSRB (CRD 5953). Gitterman Wealth Management, LLC and Vanderbilt Securities, LLC are separate and distinct federally regulated entities. For more information see www.adviserinfo.sec.gov. *Assets under advisement is defined as the firm's regulatory assets under management (which can be found on our current ADV Part 1 SEC filing and represents approximately half of our assets under advisement), plus assets on which the firm provides on-going consulting services (the New Jersey Alternate Benefit Program and brokerage accounts through Vanderbilt Securities). Gitterman Wealth Management became registered with the SEC as an Investment Advisory Firm April 2010.
- Website
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http://www.gittermanwealth.com
External link for Gitterman Wealth Management, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Edison, NJ
- Type
- Partnership
- Founded
- 1989
- Specialties
- Financial Planning, Wealth Management, Retirement Income Planning, Investment Strategies, and Estate Planning
Locations
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Primary
379 Thornall Street
14th Floor
Edison, NJ 08837, US
Employees at Gitterman Wealth Management, LLC
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Jeff Gitterman
Partner at Gitterman Wealth Management, LLC, CEO at Gitterman Asset Management, and Co-host of TheIMPACT and The Great Repricing Shows at fintech.tv
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Andrew Appel
Communications and Media Liaison at Gitterman Wealth Management, LLC
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Jennifer Easley
Director Of Operations at Gitterman Wealth Management, LLC
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Jason Condon
Wealth Manager at Gitterman Wealth Management, LLC