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7 Livingston Street, Rhinebeck, NY 12572 | 845-876-1923


JSA Sustainable Wealth Management specializes in sustainable, responsible, impact investing (SRI), allowing one to align their investment philosophy with personal core values on considerations such as the environment, corporate governance and ethics, the workplace, product safety and impact, international operations and human rights, indigenous peoples’ rights, and community relations. As an independent, objective financial planning firm offering comprehensive wealth management services, JSA Sustainable Wealth Management serves individuals, retirement plans, endowments and donor advised funds. Located in the Hudson Valley of New York, our multi-generational clients span the nation and many benefit from convenient, virtual relationships. Securities & advisory services thru Commonwealth Financial Network®, Member FINRA/SIPC, a registered investment adviser.