The Saugatuck Financial team made Christmas wishes come true by partnering with the Westport Fire Department and the Westport Department of Human Services (DHS). The team shopped for and helped deliver gifts to families services by our local DHS.
Saugatuck Financial hosted over 100 people at our winter holiday event for gingerbread house making, sleigh rides, hot cocoa and an acapella performance in Westport, CT.
Saugatuck Financial was a Silver Sponsor for the first ever PAL Gala, supporting the Westport Police Athletic League.
Saugatuck Financial sponsors Catch-a-Lift Warrior Weekend in Westport, CT to honor and support combat wounded veterans on the anniversary of 9/11.
Justin Charise of Saugatuck Financial was honored among the top 10 financial advisors in the country at Northwestern Mutual at the Northwestern Mutual Annual Meeting in Milwaukee.
June 6, 2022
Saugatuck Financial were proud to sponsor the Project Purple Golf Classic for Pancreatic cancer at Sharehaven Golf Club in Norwalk, CT.
Saugatuck Financial was the golf cart sponsor for the Westport United Firefighters Charity Golf tournament in Westport, CT.
Saugatuck Financial team members enjoyed supporting the local community by running in the 5K Minute Man race in Westport, CT.
Saugatuck Financial hosted clients at a virtual class learning how to make bespoke cocktails and award-winning charcuterie boards.
March 30, 2022 Stand with Ukraine
Saugatuck Financial supported the Fairfield Stand with Ukraine Event in collaboration with Al’s Angels for a night celebrating Ukrainian culture. All proceeds went to support people in need in Ukraine.
Saugatuck Financial worked with the Westport Department of Human Services (DHS) and the Westport Uniformed Firegihter’s Charitable Foundation to bring Westport Fire Department’s famous Santa Run to local families served by DHS. The team shopped for children and Santa delivered the presents in style aboard a Westport fire truck!
September 11, 2021
Saugatuck Financial sponsors Catch-A-Lift Warrior Weekend in Westport CT to Honor and Support Combat-Wounded Veterans on the 20th anniversary of 9/11.
Saugatuck Financial partnered with Planet Pizza of Norwalk to deliver food to first responders, health care professionals and front-line workers.
March 6, 2020
Saugatuck Financial Sponsors the 25th Annual Near and Far Gala at Mitchell’s in Westport, CT benefitting dozens of local charities.
Saugatuck Financial Invited to “Conversations with Worth” featuring Pauline Brown, former Chairman North America of LVMH Moet Hennessy Louis Vuitton.
Saugatuck Financial Sponsors the 6th Annual Carver Golf Classic – benefitting after school and youth programs in Norwalk, CT.
August 2019: Saugatuck Financial Sponsor’s Light for Kara 5K
Saugatuck Financial was a proud finish line sponsor for the second annual Light for Kara 5K Run/ 1 Mile Walk. Held on a beautiful August morning at Calf Pasture Beach in Norwalk, CT, the event supports several local organizations committed to maternal mental health in memory of local teacher and mother of 2, Kara Kovlakas. Hundreds gathered to celebrate a life gone too soon and to bringing awareness, support and hope to those affected by postpartum depression.
The Saugatuck Financial team enjoyed our first team retreat in the Catskills at Sunny Hill this summer and also celebrated the recent engagement of Director of Investments, Lou Nistico. Congrats Lou and Steph!
Saugatuck Financial Advisors Al Schor and Justin Charise were recognized in Milwaukee in July with Al among the Top 6 advisors in the country specializing in Insurance and Risk Strategies, and Justin as Top 7 nationally for Comprehensive Financial Planning and Wealth Management. The meeting closed with a Jimmy Buffet concert and several of the speakers reminded us and brought to life WHY we work so hard doing what we do. The trust placed with our teams to help clients plan for all that can be expected and everything that can't is never taken for granted. Another annual meeting leaves us proud of the work we do and grateful for our fantastic colleagues, team members and clients who keep this journey challenging, fun and fulfilling.
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!
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!
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!
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.
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!
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!
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!
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!
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.
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.
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.
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.