Featured Publications and Media Highlights

Read the most recent Saugatuck Financial related press here:

Worth Feature: Saugatuck Financial Partner, Justin Charise, joins Worth CEO Juliet Scott-Croxford as an expert panelist to discuss the potential planning implications of a Biden win in the November 2020 election.

March 2019: Worth Video Feature. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.