Blogs & Articles
December 16, 2024

Wealth Management in an Uncertain Future: Climate Risk, Insurance, and Housing

Our emails about climate solutions focus mostly on aligning investment portfolios with mitigation and adaptation. However, integrating climate risks into holistic financial planning may offer opportunities for advisors to make even more meaningful long-term client impact.

In the aftermath of recent extreme weather, rising homeowner insurance premiums, coverage reductions, and HOA fees are back in the headlines. Yet, clients with significant exposure to climate risks may not fully understand the potential consequences. Moreover, some may have a false sense of confidence regarding the contribution of their home’s value to their retirement.

The good news: there are ways to assess, mitigate, and manage climate risks. In this piece, we outline how these risks are impacting housing and insurance markets and identify opportunities that could help you support affected clients.

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Gitterman Asset Management/Gitterman Wealth Management is a dba of Perigon Wealth Management, LLC (“Perigon”). Perigon is an SEC registered investment advisor.

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