Sapers & Wallack

Services

For Businesses

For Individuals

Estate Planning

Sapers & Wallack is dedicated to helping our clients preserve and maximize their hard-earned wealth. We do this by working to ensure that our clients can retain as much of their earnings they wish and are able to pass on amount they deem to be appropriate to their heirs. Our clients hold control over the distribution of all that is left behind when they die.

Even simple items such as beneficiary designations can have a great impact on the amount a family inherits. We help the family think through how these programs may affect their families.

At Sapers & Wallack, clients have access to exceptional legal and tax expertise when creating their estate plan with us.

Our professional’s process of advising in the estate planning includes:

A comprehensive approach to wealth management

Complete Investment Advisory capabilities.
Financial and Wealth Transfer Planning.
Risk and Insurance Management.

Investment Strategies focused on individual objectives and goals

Recommendations based on preserving and growing wealth.
Strategic and Tactical investment recommendations based on a relative-value approach.
Institutional quality asset managers with proven results.
An asset-based fee approach aligning compensation with goals.

A Personal Financial Home Page

Custom-built personal home page to aggregate and coordinate all your important information.
Quarterly, in-person investment reviews with our team to address your concerns.

We specialize in working with multi-generational accounts

Our team can help manage and coordinate efforts to manage personal, business, and family assets and retirement programs.
Our trained specialists work to inform, educate, and transfer assets to legacies.

Experienced team of investment professionals

Local institutional-level talent, backed by the full resources of National Financial Partners
Multi-layered approach to investment research
Objective, Independent financial advice

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFPSI. Sapers & Wallack and NFPSI are not affiliated.

NFPSI does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI 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 NFPSI Compliance Department at 512-697-6000.