Justin Charise
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.
We take the time to educate our clients on exactly what tax loss harvesting is and we often quantify the specific economic value created through this strategy for each client.
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
justin.charise@nm.com
203.221.5275
