1160 US Highway 22, Ste 202 Bridgewater, NJ 08807
(908) 864-4950

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

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You know where you want to be, let’s plan how to get you there.

Discover our personal approach to wealth management focused on your long-term goals.


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