Sacks & Associates LLC is a privately held wealth advisory firm based in Bridgewater, NJ. Established in 2008, their experienced team of professionals offers comprehensive financial planning and investment management services for individuals, families, trusts, and corporations. They specialize in retirement planning, estate planning, risk management, tax planning, and college planning, providing personalized strategies to help clients achieve their long-term financial goals.
With a focus on building close relationships and delivering a high level of service, Sacks & Associates caters to professionals such as doctors, lawyers, accountants, and college professors. Their investment philosophy emphasizes downside risk protection, disciplined diversification, and actively managed strategies tailored to each client's risk tolerance and market conditions. By providing thoughtful recommendations and utilizing sophisticated software, they help clients develop and implement investment plans that align with their unique financial needs and objectives.
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