WORLD CLASS STRATEGIES
PLATINUM LEVEL SERVICE
At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning –– all under one roof.
We take an individualized approach with each client and a comprehensive approach to financial planning.
We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind.
We believe in doing things the right way, the first time.
Our clients can expect to work with a team that consistently provides world class strategies tailored for them and a platinum level of client service.
Our Team Is Ranked Among The Best - Locally and Nationally
Saugatuck Financial is proud to have Justin Charise ranked among the top rated financial and wealth advisors in the nation by Forbes and voted Reader’s Choice among Financial Advisors locally here in Westport, CT
Working together, we will develop a deep understanding of your financial situation, goals, and objectives. By knowing each of our clients personally, we help them prepare for the future using targeted and thoughtful strategies that resonate with their unique values, motivations, and sensitivities. Our team looks forward to working with you and your family and is committed to earning your trust and confidence.