Sapers & Wallack, Inc.

Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm. Non-profits, venture-backed and private equity portfolio companies, family-owned businesses and high net worth individuals appreciate and utilize the professionals at S&W both for their ability to deliver innovative, cost-effective solutions as well as their thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains Sapers & Wallack’s guiding principle. Disclaimer: Securities offered through Lion Street Financial, LLC (LSF) (512.776.8400), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group. None of these companies provides tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Website

http://www.sapers-wallack.com/

External link for Sapers & Wallack, Inc.

Industry

Financial Services

Company size

11-50 employees

Headquarters

Newton, Massachusetts

Type

Privately Held

Founded

1932

Specialties

Insurance, Group Benefits, Investment Management, Retirement Planning, Financial Planning, Charitable Strategies, Executive Benefits, Wealth Management, Retirement Plans, and Business Continuity