At Sacks & Associates, we take the time to consider our clients expectations and needs. We carefully maintain relationships with other business professionals to ensure we meet our clients goals. This is not a “one size fits all” plan. Our services are tailored to meet our clients’ needs.
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
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