SAAGA Family Wealth is a boutique advisory firm providing comprehensive wealth management and multi-family office services. Founded by entrepreneurs, the firm focuses on serving the unique needs of other entrepreneurs, high-net-worth individuals, and their families. Their mission is to offer customized, institutional-quality investment management, strategic wealth planning, and risk management to help clients protect and grow their assets across generations. They emphasize a partnership approach, acting as a personal CFO to navigate the complexities of significant wealth.

Founded in

United States