Why Wealth Management at Sapers & Wallack?

As one of the newest members of the Sapers & Wallack team, I thought this a good way to introduce myself and explain why I am so excited to join this company as the new Director of Wealth Management. I have been in the financial services field for over fifteen years now ranging from getting MBA at Northeastern University with a concentration in investments, working at the largest Corporate & Investment Bank in JPMorgan to most recently working as a Managing Director of Wealth Management at an RIA firm here in Boston. What struck me is the varied approach to client service across the industry.

I have noticed that the larger firms tend to have quota driven service models where certain products are more frequently offered or only one area of planning is provided. The smaller more boutique firms provide a full service, client-centric, financial planning approach. For me, this holistic model of service with multiple divisions that can offer clients a complete scope of financial expertise makes for a more thorough financial experience for my clients. I wanted a smaller, independent business culture with a familial approach to client outreach that did not come with the baggage of sales quotas or pushed products.

Sapers & Wallack shares this same mindset and set of ideals, recognizing that done right, financial services should enhance and protect the assets of the individuals and businesses with whom we work. The wealth management practice they have established and that I hope to grow, views every account as a unique entity, requiring targeted advice and support tailor made for their needs. This level of support and interaction is why I got into this business in the first place.

The tight knit, but wide reaching, team at Sapers & Wallack allows me to offer the clients I’ve brought with me new insights on tax, legal, P&C, retirement and philanthropic capabilities. I bring my knowledge and track record as a CFP®, ChFC®, and RICP® to the company’s existing client relationships which are at the core of everything we do here.

Building and maintaining long-term client relationships is perhaps what Sapers & Wallack does best. The key is best exemplified by CEO Aviva Sapers own client support approach, which seeks to not only offer financial options, but educate around financial literacy as well. As I have the pleasure of getting to speak with those of you who have been with the company for some time, I also hope to bring the benefits of this holistic model to the next generation of clients—establishing new relationships, sharing knowledge, and working to not just build stronger accounts, but stronger financial relationships in the process.

I look forward to getting to know and support you in whatever way I can.