Creative Thinking. Customized Solutions.
Caring about you since 1932.

About us

About us

Who do you trust to help you ensure the financial well-being of your business or family?

What do you look for in a trusted advisor?

Every business and each family has different financial needs. However, there is a unifying goal for most of us: We want financial security. We want our concerns to be heard, and our needs met, whether those needs are simple or complex.

Our team seeks to delineate your financial concerns. We ask important questions that help us understand your needs, and we use the answers to create solutions that span corporate benefits planning, retirement planning, and wealth accumulation planning. We are committed to develop a long-lasting relationship with you and your family as we serve your changing needs.

Since 1932, we have helped hundreds of clients. For more than 80 years, our approach to client service has been predicated on the highest degree of integrity and professional ethics. We are located in Newton, MA and serve public and private businesses, family businesses, non-profits and high net worth individuals all over New England.

Fiercely Independent

Sapers & Wallack is a partner of Lion Street. Lion Street is a leading national financial services company comprised of 125 independent Owner-Firms that specialize in design and planning for high net worth and corporate clients.

As a partner of Lion Street, we are able to leverage a state-of-the-art platform with access to all major products combined with sophisticated resources needed to design advanced solutions for high net worth and corporate clients. As one of the top national distributors, Lion Street maintains significance and scale in the marketplace for the benefit of our clients. The firm doesn’t offer any proprietary products in order to maintain complete objectivity and product-agnostic advice so that we as partners remain fiercely independent.

Lion Street was formed in 2010 and is headquartered in Atlanta. The firm is managed by a team of experienced industry veterans with a significant equity investment from Austin Ventures. The name Lion Street is symbolic of the intersection of visionary financial advisors and forward-thinking financial services companies.