Welcome toSacks & Associates, LLC.
Sacks & Associates, LLC 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.
ServicesHow we can help you
Asset Management is the consideration of a clients portfolio to ensure the selection of their investments match not only their risk tolerance, but also their long-term goals.Read more
Positioning yourself into financial security to prepare for this transition is a lengthy process that requires years of planning & diligence.Read more
At Sacks & Associates, we will review your existing coverage’s, provide an in depth review, and help ensure that your policies align with your long-term goals.Read more
We work closely with estate attorneys & accountants to provide our clients with peace of mind in all aspects of their finances, including the transference of assets to their beneficiaries or estates.Read more
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 More
DEVELOPING 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 More
IMPLEMENTING 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.Learn More