Justin Charise

Saugatuck Financial at Northwestern Mutual provides comprehensive financial planning and strategy implementation for high net worth and emerging high net worth individuals, families, businesses and institutions. SF partners with each client to create and implement a tailor-made financial plan integrating risk management, wealth management, tax strategies, estate planning and retirement income distribution planning–all under one roof. SF’s advisors have been consistently recognized as being among the top advisors within the industry; and their “team of 10” takes pride in providing world-class strategies and platinum-level service to each client

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Justin Charise
CFP®, Founding Partner
Saugatuck Financial at Northwestern Mutual

274 Riverside Avenue, 4th Floor
Westport, CT 06880
 

 justin.charise@nm.com
 www.saugatuck-financial.com
 203.221.5275

At-a-Glance

Compensation Method:  Asset-based fees, commissions (investment and insurance products)

Minimum Fee for Initial Meeting: None

Professional Services Provided: Planning; investment-advisory services; insurance products; money-management services; investment products

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