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Our Mission:

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.

Our Approach:

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.

Our Commitment:

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 firm is proud to be among Worth Magazine’s Leading Advisors. We’re equally proud that Justin Charise has been recognized by Forbes as a Top Financial Security Professional.


Click here to view the latest Worth articles and other publications by the Saugatuck Financial team.

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.