Wealth Management Services

Sasserath & Co. is a valuable resource for business owners, entrepreneurs and high-net-worth individuals. We offer a full range of family wealth services that are designed to make wealth management and preservation easy and efficient. We provide trust and estate planning, retirement planning, charitable giving and other streamlined administrative services for your family office.

We start by learning all we can about your financial aspirations and life goals. Then, we collaborate diligently with cialother finan partners to centralize and preserve your wealth.

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 and family offices.

Retirement Planning

We'll guide 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 protects your wealth and transfers it to your beneficiaries with limited tax consequences.

Philanthropic Planning

Our advisors will work with you to clearly define your philanthropic goals, advise you on setting up an organization and help you maximize the impact of your gifts.