Nine Decades Together
Many of you have been with us over many decades. During that time we have listened, learned, built, and adapted. However, one thing remains constant – your needs are still most important to us.
90 Years of Service
From a wide array of disciplines and experience, every member of our team values relationships and client-centric service you can trust. We consider our team an extension of our family where everyone is invested in each other.
Building strong personal relationships with you, helps us customize our recommendations for your financial success. Our passion is in designing resilient financial outcomes whether we’re working with you as a business or an individual.
Our diversified team of accredited professionals bring specific talents together to provide insight to all of your financial needs:
90 Years of History
For 90 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.
Abraham “Abe” Sapers started his career in insurance as a Sun Life Agent. He persuaded his son Bill to join him with Bill working as a sub-agent until he could be discharged from his service in the Korean War.
After his military services, Bill opened his own agency. The business grew quickly and Bill joined forces with his father again in 1958. Through his affiliation with New England Mutual, Bill’s friendship with Norman Wallack added another piece as it evolved into the joint venture that would become one of the most recognized, successful, and respected partnerships in the industry under the name, Sapers & Wallack.
Soon after Abe’s retirement in 1975, the next generation joined the company, with Aviva Sapers, Bill’s daughter, and Ed Wallack, Norman’s son, taking up the mantle. Aviva and Ed worked their way up the ranks until taking over management positions alongside Bill.
Now an award-winning female-led business under Aviva’s leadership as CEO, the firm added a robust Wealth Management practice and expanded into P&C insurance via a close partnership with Hilb Group of New England. Combining the personalized customer service of a traditional company while modernizing the business for the digital age, Sapers & Wallack has continued to grow by offering holistic, independent financial advice for individuals and business clients.