SUSTAINABILITY

The Sustainability Group is deeply committed to service. We help wealthy families and individuals navigate their financial lives with a range of professional services tailored to their personal needs. We serve as stewards of our clients' financial well-being, building relationships of trust that extend from one generation to the next... The Sustainability Group helps wealthy clients invest in companies that do business in ways that value people and the planet, as well as profits. We integrate sustainability research with fundamental analysis to provide customized investment solutions that reflect our clients' individual needs and priorities... As part of Loring, Wolcott & Coolidge, the Sustainability Group can provide a wealth of expertise and resources for every aspect of our clients' financial lives-from estate planning and philanthropic strategies to tax planning and preparation.

Also known as: Sustainability Group, The Sustainability Group

Primary location: Boston United States