1500 Weston Road,
1213 Hicks Trail
SANCUS WEALTH MANAGEMENT
Your choice for financial services
Let us help you plan for your family's financial future
Let us help you enjoy the fruits of your hard work
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
It doesn't matter where you are going, it's who you have beside you...
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our streamlined process provides a roadmap pursuing financial independence
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
SANCUS MEANS TRUST
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.