advisors

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

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

At a Glance

Compensation Method

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

Minimum Fee for Service None
professional services provided
  • Planning
  • investment-advisory services
  • insurance products
  • money-management services
  • investment products

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