Events

April 4, 2019 – Saugatuck Financial Helps Sponsor Cocktails for a Cure

Saugatuck Financial was proud to be a small part in raising over $16k for the Lustgarten Foundation for Pancreatic Cancer Research through “Cocktails for a Cure.” The festive evening, held at the Westport Country Playhouse's Lucille Lortel White Barn, featured information from several researchers who shared exciting new advancements in their field. Dozens of purple balloons honoring loved ones decorated the space and were also a highlight of the event. Saugatuck Financial was honored to share a great evening for a great cause with friends across our local Westport community!

Cocktails for a Cure collage

December 12, 2018 – Saugatuck Financial Sponsors 4th Annual Santa Visit

For the 4th consecutive year, the Saugatuck Financial family worked with the Westport Department of Human Services (DHS) and the Westport Uniformed Firefighter's Charitable Foundation to bring Westport Fire Department’s famous Santa Run to local families served by DHS. Saugatuck Financial elves shopped for the children and the Westport FD delivered Santa, in style, to the Westport Senior Center for a holiday celebration with local families. This annual holiday tradition has become one of our most cherished! Hoping everyone had a wonderful holiday season and sending best wishes for a joyful 2019!

2018 Santa Visit event photo collage

December 1, 2018 – Saugatuck Financial Client Event at Longshore Park

For the 4th year running, Saugatuck Financial kicked off the holiday season by hosting more than 175 business partners, clients, team members and guests for a day of holiday festivities. Highlights included private ice time at the Westport PAL Rink, morning bagels, cocoa, hot cider and a rink side quartet of local carolers. Guests moved to a nearby tent with gorgeous water views for a tailgate lunch by Super Duper Weenie, fire pit and s’mores, gingerbread house decorating, local acoustic artist PJ Pacifico and turns taking a ride on the tiger, moose and snow leopard guided around the marina lot by CT Safari Rides. We are truly grateful for such a fantastic day and to be able to celebrate another amazing year with all those who make it so enjoyable to do what we do!

2018 Client event photo collage

November 14, 2018 – Saugatuck Financial, Mitchell’s of Westport and Peter Millar Host an Evening to Benefit Alex’s Lemonade Stand Foundation

Saugatuck Financial is proud to have partnered with Mitchell’s of Westport and Peter Millar in an evening benefiting Alex’s Lemonade Stand Foundation. Guests enjoyed southern snacks, lemonade, a golf simulator and helped raise money end childhood cancer. Shortly before her first birthday, CT native Alexandra (“Alex”) Scott was diagnosed with neuroblastoma, a type of childhood cancer. When she was just four-years-old, Alex held her first childhood cancer fundraiser in her front yard and raised over $2,000. By the time of her death in 2004, Alex had raised $1 million and inspired a legacy of hope and cures for childhood cancer. Alex’s Lemonade Stand Foundation continues in her honor with cutting edge research towards a cure, and family and patient support and treatment services. We are honored to have had a small part in supporting the continued work of ALS under the legacy of Alex Scott.

Alex's Lemonade Stand event photo collage

December 10, 2017 – Saugatuck Financial Client Event

Saugatuck Financial welcomed over 150 clients, team members and guests to Longshore Park in Westport, CT for our 3rd annual holiday event. The event featured horse drawn carriage rides provided by Allegra Farms, Ice Skating at the Westport PAL Rink, Hot Cocoa and Hot Apple Cider and Toddy Bar, Bagels, Lox and all the fixings, an riveting accapella performance by the Yale Spizzwinks, a highly competitive gingerbread house decorating contest, lunch catered by Super Duper Weenie and a bonfire with smores overlooking the beautiful Long Island Sound. It was an amazing day and we were honored to spend it with out client, team and planning partner families!

2017 Client Visit

December 12, 2017 – Saugatuck Financial Santa Visit

The Westport Human Services Department, Westport Firefighters and Saugatuck Financial teamed up for the third year in a row to provide early Christmas gifts and a visit with Santa for local families and their young children. Santa arrived by fire engine to surprise the children. The evening truly was magical and our team was grateful to be a part of it again!

2017 Santa Visit

Tuesday December 13, 2016 – Saugatuck Financial Sponsors Santa Visit for Local Children

The Saugatuck Financial Elves brought smiles and cheer to local families yesterday at a Santa visit organized by members of the Westport Fire Department, the Westport Center for Senior Activities and the Westport Department of Human Services. As part of the Westport Uniformed Firefighters Charitable Foundation's third annual Santa Gift Run, Santa arrived by fire engine to distribute gifts purchased by Saugatuck Financial. Seeing the joy of these families and how the children lit up upon opening gifts they had been wishing for was truly heartwarming. Happy holidays!

2016 Santa Visit

December 3, 2016 – Saugatuck Financial Client Event at Maple Row

Saugatuck Financial clients, friends and guests enjoyed another day of tailgating and fun at Maple Row. Highlights included morning bagels, hot cocoa, hot apple cider and an amazing made-to-order lunch by Super Duper Weenie. Aside from hay rides around the farm, visiting the oxen and cutting a fresh tree, a fire pit and holiday arts and crafts kept both kids and adults busy. Sharing a day of merriment with our client families has become a treasured way to kick off the holiday season! Thanks to everyone who was able to join us and wishing all the best for the holidays from our family to yours!

2016 Client Event photo collage

September 27, 2016 – Saugatuck Financial Sponsors Inaugural Golf Classic

On Tuesday September 27, 2016, Save the Children hosted their first annual Golf Classic Fundraiser at the Patterson Club in Fairfield, CT. Saugatuck Financial was honored to support the event and sponsored two foursomes comprised of team members, clients and guests. The event was a huge success and in addition to having a great time and making a difference in the lives of children in the US and around the world, Save the Children was able to surpass their first year fundraising goals for the event! Adding to the excitement of the day was participation by several pro athletes including John Starks, Stephen Baker, Herb Williams, Otis Anderson, Carlos Franco, Jane Geddes and former NY Met’s manager Bobby Valentine! Saugatuck Financial guest Ryan Benevides won the longest drive competition and the entire team had a fantastic time supporting a great cause.

2016 Inaugural Golf Classic

March 3-4, 2016 – Charise and Schor Host Financial Planning Seminar

In March 2016, Justin and Al hosted 30 Northwestern Mutual Financial Representatives from across the East Coast in Stamford, CT. Together, they led two days of presentation and discussion on their approach to comprehensive financial planning, including strategies, industry standards and best practices.

Breaking Boundaries photos

December 16, 2015 – Saugatuck Financial Sponsors Santa Visit For Local Children

Santa arrived by firetruck to greet and bring early gifts to local children gathered at the Westport Center for Senior Activities. The event was coordinated by the Department of Human Services and was included as part of the second annual Santa Gift Run organized by the Westport Uniformed Fire Fighters Charitable Foundation. Gifts were sponsored and wrapped by Saugatuck Financial, refreshments were donated by Trader Joe’s and goodie bags were donated by Saugatuck Sweet Shop to create an exciting, fun and festive afternoon.

Santa visit photos

December 5, 2015 – Saugatuck Financial Client Event at Maple Row

On Saturday December 5, we hosted several of our CT-based client families for a day of holiday festivities. Our full day tailgate included morning snacks, a comprehensive hot chocolate and hot apple cider bar for kids and adults alike, a catered lunch by Super Duper Weenie of Fairfield, lots of lawn games, a fire pit and holiday arts and crafts for the kids. While at the farm, families were also able to visit the oxen and take a hay ride into the farm to find and cut the perfect Christmas Tree. The weather couldn’t have been better and we had such an amazing time and deeply enjoyed the opportunity to spend the day with our client families and introduce our full team.

Maple Row photos Maple Row photos