Private Client Services

Sasserath & Co. is a valuable resource for busy families, business owners, and entrepreneurs. We offer a full range of family wealth services that are designed to make wealth management and preservation easy and efficient. We provide bill-paying services, trust and estate planning, retirement planning, and other streamlined services for your family office.

We start by learning all we can about your financial aspirations and life goals. Then, we collaborate diligently with other financial partners to safeguard your finances throughout the years.

Call us at 631-368-3110 now or request a consultation online to learn more about our family wealth services.

Family Wealth Services

Wealth advisement and management solutions including budgeting, asset reporting, charitable giving, personal bookkeeping and bill-paying services for high-net-worth individuals.

Retirement Planning

We'll steer you towards the retirement planning options that will allow you to live the life you want to live during your retirement.

Estate Planning

Work with us to develop a comprehensive estate plan that safeguards your wealth and transfers it to your beneficiaries with limited tax consequences.