SAS Wealth Management Group

With 60 years of combined experience, we develop customized wealth management strategies and recommend investment portfolios for affluent individuals, families and institutional clients. As a multigenerational team, we bring extensive experience, varied capabilities and advanced professional credentials to serving clients.

Blending our collective skills allows us to apply a broad knowledge base and different points of view when we collaborate to serve them at every stage of their financial life. Our diversity assists us in effectively communicating and building lasting relationships with every generation of their family.
Liz Schulman, one of the founding members of our team, is among a select number of Merrill advisors who hold the Merrill Institutional Consultant title. Within this space, we focus on working with endowments, foundations, nonprofits and pension plans in Arizona and throughout the country. We can provide them with access to a broad spectrum of capabilities, including investment consulting and philanthropic and nonprofit management, as well as retirement and benefit planning services.

We offer affluent private clients and the organizations they support the same disciplined process and sophisticated wealth management strategies we utilize with institutional clients. Our process begins with conversations to discuss their goals and gain a clear understanding of their needs so we can help build strategies reflective of their values and beliefs. Ideally, we want to meet with any other family members they would like to involve in their decision-making process.
We strive to provide the highest degree of personalized attention and communicate with clients proactively. Committed to offering attentive, prompt and efficient service, our client associates support our team in all phases of relationship management. Our goal is to help reduce the complexity of clients' finances so they can spend time doing what they enjoy most.

*Merrill Institutional Consulting™ (MIC) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation ("BofA Corp."), and offers products and services for the benefit of institutional and ultra‐high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients' rights and MLPF&S's obligations will differ depending upon the products and services actually provided. Banking products, services and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.