Our team of wealth managers pride themselves on providing services that simplify our clients financial lives and help them achieve their long-term goals. By taking a personalized and individual approach, Sacks & Associates is able to create a financial plan to meet your present needs and future goals. We encourage our clients to participate in the investment and planning process in an effort to help them become informed consumers. By maintaining a close relationship, we strive to provide a high level of personal attention and service. Our work is tailored to each client with careful consideration of their goals, preferences and need for information.