ESG Wealth Advisors

Overview

ESG Wealth Advisors is an independent registered investment adviser organized as an LLC that focuses on individuals and families, with advisory services extending to small business owners. The firm integrates environmental, social and governance (ESG) criteria into its investment decision-making and places a clear emphasis on equity exposure as the primary building block of client portfolios. Services center on comprehensive financial planning and discretionary portfolio management, with flexible billing options that include asset-based fees, hourly and fixed engagements, and performance-based arrangements for certain mandates. The adviser manages client mandates on a discretionary basis and appears to favor liquid, exchange-traded instruments for core exposures while layering in other vehicles and strategies where appropriate. Its structure and fee flexibility suggest the firm tailors solutions by client need and will use performance-linked fees when working with more customized or alternative-oriented portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices