We cater to your individual needs like a family office.
At Sustainable Wealth Advisory Group we understand that you want to invest with integrity. We manage your money with high ethical standards and a personal touch.
LEGACY
PURPOSE
FREEDOM
We exhibit great joy providing underserved middle-class professionals and families with financial solutions that reflect your values. Financial wellness includes tax, investment, retirement, insurance, and estate planning as well as mental, emotional, physical, and spiritual wellbeing. Whether you’re saving for a magnificent milestones such as retirement or starting a family or are looking for investment advice to expand your influence within your family and beyond, our advisors at SWAG can help.
Our seven wealth building principles are based on over 60 years of collective experience across the tax, investment, insurance, banking, and estate planning industry. Our vast knowledge and expertise add the right value to build and expand wealth for you and your family.
*For qualified/accredited investors only. Alternative investments are subject to greater risks than those associated with traditional investments and are not suitable for all investors.
...and more wealth management services.
We’ve tailored sophisticated well-established strategies by the ultra-high-net-worth and use an innovative approach to help more professionals and families seize better control over their financial future.
Sustainable Wealth Advisory Group offers the expertise like a large national firm but provides personalized experiences to every client.
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Helping families like yours over 25 years and counting.
As a CERTIFIED FINANCIAL PLANNER ™, Melanie D. Perry has been helping people create sustainable wealth by making wise decisions through her private practice as an independent contractor for multiple investment firms since 1999.
In October of 2025, Melanie stepped out on faith and established her own Registered Investment Advisory (RIA) firm, Sustainable Wealth Advisory Group. As a minority owned RIA, she understands the needs of small business owners and purpose driven entrepreneurs on many levels for people of color.
Melanie guides successful entrepreneurs and professionals through the financial planning process to spend money with intension, invest money with purpose, to redirect their tax dollars to communities and causes they care about through charitable giving strategies, while building a legacy that lasts for generations.
Given the importance of educating our youth about money, in 2010 Melanie created Zeallionaire Enterprises, a financial literacy and education company. She created a summer camp and curriculum for kids and teens. Knowing that education starts at home, through her online coaching program, she empowers women entrepreneurs to improve their personal finances by healing their financial wounds and develop a healthy money mindset.
Melanie has been recognized by many national organizations for these efforts including the Los Angeles Women's Chapter of the NAACP. As an advocate for financial literacy, Melanie has authored All about the Benjamins: Helping People Create Sustainable Wealth in the Midst of Financial Insanity and Johnathan and Geneva: The Adventures of Zeallionaire Kid”, for elementary children.
Click here to view Melanie's FINRA background. CRD# 3186552
At Sustainable Wealth, we approach your finances like a team sport with you as the captain. A comprehensive financial plan requires collaboration between financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals, working on your behalf in all areas of your financial life.
A fiduciary has the legal and ethical duty to place your interests above their own, avoid conflicts of interest, and handle matters with care and honesty. As a Registered Investment Advisor (RIA), Sustainable Wealth Advisory Group upholds this fiduciary duty, our recommendations are beyond suitable, they are in your best interest based on the knowledge and data gathered.
Our fees are transparent and fair. We disclose and explain everything upfront. This allows us to work with clients with the highest level of integrity possible.
While most of our meetings are online, we can connect with you face-to-face through our virtual office network nationwide.
No. We offer a complimentary consultation where we’ll discuss your financial concerns and how we can help. If you’d like to move forward and work with us, we’ll carefully outline the next steps to align your financial goals with your money.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Sustainable Wealth Advisory Group is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unaffiliated with Sustainable Wealth Advisory Group. Sustainable Wealth Advisory Group, LLC is a California corporation. Sustainable Wealth Advisory Group, LLC is registered with the registered with the State of California and is subject to legal and regulatory requirements set forth by that state and delivers all investment-related services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
