Saugatuck Financial, a financial planning company created to help clients live lives free of financial stress. They 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.
Worth Presents Wealth of Knowledge : Saugatuck Financial
Wealth of Knowledge is a video series by Worth covering leaders from financial experts to entrepreneurs, with each episode featuring a member of the Worth community. In this episode on ESG Investing, we feature Justin Charise, founding partner, and Luke Andriuk, investment associate, of Saugatuck Financial, a financial planning company created to help clients live lives free of financial stress.
Here, Justin and Luke highlight ESG Investing in the finance industry and how they are working with clients to shift into this space.
Partner content/ Saugatuck Financial