Welcome toSacks & Associates Wealth Management
Sacks & Associates Wealth Management is a privately held wealth advisory firm established in 2008. Our experienced team of professionals provide investment management and retirement planning for individuals, families, trusts, and corporations (ie. 401K plans, and pension plans). Additionally, we provide advice on important financial and wealth preservation issues, including: Retirement Planning, Estate Planning, Insurance, and College Planning.
Comprehensive financial plans coupled with a full array of services aid in our ability to meet your long-term financial goals and objectives. We maintain close relationships with clients and provide a high level of service. Sacks & Associates specializes in relationships with Doctors, Lawyers, Accountants, and College Professors.
Are You Successfully Preparing for Your Retirement?
Whether you’re 5 or 25 years away from your retirement date, the most important thing you can do to successfully prepare for retirement is plan ahead. Take our short quiz to find out if you’re on the path to making the most of your golden years, or if you could use a little guidance to set you on the right course.
ServicesHow we can help you
Asset Management
We evaluate your investments and provide thoughtful recommendations based on your risk tolerance, long-term goals, current and future market conditions. Our investment philosophy is guided by key principles that emphasize downside risk protection, disciplined diversification, and strategies that are actively managed and individually delivered.
Read moreRetirement Planning & Cash Flow Analysis
We tailor retirement roadmaps that consider income projections, social security, tax liability, inflation, security returns, & economic conditions. Preparing our clients is our number one priority.
Read moreRisk Management
The experienced risk management team at S/A Wealth Management evaluates our clients’ insurance needs to provide appropriate protection from unforeseen life events. This includes the use of life insurance, disability insurance, long-term care, and annuity products when applicable.
Read moreEstate Planning
Estate planning, wealth transference, and the strategies involved are paramount to financial success, and in the same fashion as your retirement plans and long-term goals, your estate plan may change over time. Our planning process includes the review of your will, beneficiary designations, gifting strategies, projected estate tax liability, existing power of attorney (POA) and health directives. Our ultimate objective is to help you leave your legacy and create peace of mind.
Read moreTax Planning
Tax impacts every aspect of your financial life. We strive to identify and maximize potential savings or restructuring opportunities, giving you proactive ways to save money going forward. Tax planning is an essential piece of a complete financial plan; therefore, the reduction of tax liability is crucial for financial success.
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DEFINING GOALS
by spending time with you to carefully identify your investment objectives, time horizons, risk tolerance, pre-retirement and post-retirement income requirements, and your financial needs and wish list.
Learn MoreDEVELOPING AN INVESTMENT PLAN
utilizing sophisticated software to create financial projections to determine where you stand and what needs to be done in order to help achieve a secure retirement, as well as other financial goals.
Learn MoreIMPLEMENTING THE INVESTMENT PLAN
through investment management on a non-discretionary basis with proprietary investment methods; analysis to identify the appropriate asset allocation for each personalized risk tolerance.
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