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For Individuals

Not only does Sapers & Wallack provide innovative concepts, products, and services for the corporate market, we also apply these same skills and services to individuals. Whether you are planning for your own retirement, or looking to maximize your children’s inheritance or create a legacy to leave this world a better place when you’re gone, we are able to help you put strategies in place to achieve these goal and dreams.

Many wealthy individuals often own businesses. Our knowledge of business planning and individual planning often gives us even greater opportunities to create integrated plans to accomplish our clients’ goals. We also work with multi generations to help ensure values as well as assets get transferred to the recipients of the plans.

Services for Individuals:

Sapers & Wallack, Inc.
275 Washington Street, Suite 205 T: 1-617-225-2600 • F: 1-617-494-5485
Newton, MA 02458 info@sapers-wallack.com Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Adviser NFP Securities, Inc. is not affiliated with Sapers & Wallack. National Financial Partners, Corp. is the parent company of NFP Securities, Inc. Neither National Financial Partners, Corp. nor NFP Securities, Inc. offer tax or legal advice.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

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