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
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
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
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