Justin Charise, CFP®

Justin Charise, CFP®

Founder and Managing Partner, Wealth Management Advisor, Saugatuck Financial

As Founder and Managing Partner of Saugatuck Financial (SF), Justin has successfully built an award winning, nationally recognized, comprehensive financial planning practice in Westport, CT.  He and his team of highly credentialed professionals are passionate about helping his clients live lives free of financial stress, by providing 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 are consistently recognized as among the top advisors within the industry, and their team takes pride in providing world-class strategies and platinum-level service to each client.


Contact Details

274 Riverside Avenue, 4th Floor
Westport, CT 06880

203.221.5275 www.saugatuck-financial.com

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