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
Retirement 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 more
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 more
Our professionals guide our clients through various estate conservation strategies including formation of wills, diminishing estate tax, creation of trusts, transfer of assets, and gifting.Read more
Our professionals analyze our clients’ current and projected future situations from a tax perspective to ensure tax minimization and efficiency. Tax planning is an essential part of a financial plan therefore the reduction of tax liability is crucial for financial success.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