Sacks & Associates Wealth Management is an independent financial services firm based in California. The company's mission is to understand the unique needs, wants, and long-term goals of each client to develop, implement, and monitor a personalized financial strategy. They offer a comprehensive suite of services including investment management, retirement strategies, estate conservation, and insurance/annuity products. Their approach is rooted in building long-term relationships and providing customized guidance to help individuals and families navigate their financial journey.

Founded in

United States