About Sancus Wealth Management

Sancus Wealth Management is a full service, fee based financial planning firm that helps clients pursue their long term wealth goals. 



Sancus takes a holistic approach to building and managing wealth. We address a broad range of segments critical to financial well-being, including investment strategies, retirement planning, college savings, and wealth perpetuation planning.

Each segment brings its own complexities, risks, and rewards. Sancus leverages a team of talented and experienced financial, legal, tax, and risk management professionals to bring specialized, client centered expertise.

Too often in the financial world, expertise is applied in an isolated fashion. Instead, our consultative process creates integrated, complementary strategies designed specifically for each client's goals and dreams.

We earn the confidence of our clients not just through performance, but through our core values of integrity, communication, and transparency.