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 our client's at every stage of their financial life. Our diversity assists us in effectively communicating and building lasting relationships with every generation of their family.

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.