Founded over 85 years ago, Sapers & Wallack, Inc. is an independent advisory firm offering a comprehensive suite of financial services. The company's mission is to provide objective advice and customized solutions to help clients achieve their financial goals. Its core services are divided into three main practices: Individual Wealth Management for high-net-worth individuals and families, Corporate Retirement Plan Consulting for businesses, and Insurance & Employee Benefits Consulting.

Founded in

United States