How We Help

Every business and each family has specific financial needs. What’s universal, however, is the unifying goal of financial security. You want your concerns to be heard and your needs met, whether your challenges are simple or complex. Our team seeks to address your financial concerns using a holistic understanding of your unique situation. We ask important questions and work with you to find answers and solutions that span corporate benefits, retirement strategies, wealth accumulation, and more. Building lasting relationships is the foundation of what we do.

Providing trusted, innovative support is the guiding principle of how we do it.

Since 1932, 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 across New England.

Helping Families & Businesses for 3 Generations

For more than 80 years – lead by three generations of Sapers and Wallack family members – we have been dedicated to serving the needs of hundreds of clients throughout New England.

Read Our Story

Committed To Community

We strongly believe in supporting and giving back to the communities where we do business. Our focus ranges from extensive charitable initiatives, company donations, a client and advisor referral program, and an employee matching program, to name a few.

Proud to be a Lion Street 'Owner-Firm'

Lion Street is a leading national financial services company comprised of 125 independent Owner-Firms that specialize in sophisticated, product agnostic design planning for high-net-worth individuals and corporate clients.

Each Owner-Firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. The term “Owner” is used, as each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm.

Learn More

Discover More

Our Story

Dedicated to delivering results to our clients for 80 years.


Together at Sapers & Wallack.

Contact Us

Every business and each family have different financial needs. However, there is a unifying goal for most of us: we want financial security.