Our Mission:
At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning –– all under one roof.
Our Approach:
We take an individualized approach with each client and a comprehensive approach to financial planning.
We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind.
Our Commitment:
We believe in doing things the right way, the first time.
Our clients can expect to work with a team that consistently provides world class strategies tailored for them and a platinum level of client service.
Our Team Is Ranked Among The Best - Locally and Nationally
Saugatuck Financial is proud to have Justin Charise ranked among the top rated financial and wealth advisors in the nation by Forbes and voted Reader’s Choice among Financial Advisors locally here in Westport, CT
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Forbes Top Financial Security Professionals list (July 2023, July 2022, October 2021). Research and ranking provided by shook research. Based upon data as of December 31st of the preceding year. Forbes "Best-in-State Wealth Advisors" list (April 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
The Worth® Leading Wealth Advisors™ program is a marketing program for top wealth, legal and insurance advisors. Advisors who apply for admission into the program are evaluated by worth to help ensure advisor quality. In order to be considered, professionals must complete an application and provide firm data to evaluate their credentials, ethics and business practices. Once admitted, advisors pay a fee to be included in this marketing program. Worth Magazine is a publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the Worth® Leading Advisors program does not constitute a recommendation or endorsement by worth magazine of any such firm and is not based upon worth magazine’s experience with, or prior dealings with, any advisor
Working together, we will develop a deep understanding of your financial situation, goals, and objectives. By knowing each of our clients personally, we help them prepare for the future using targeted and thoughtful strategies that resonate with their unique values, motivations, and sensitivities. Our team looks forward to working with you and your family and is committed to earning your trust and confidence.