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About Sancus

Philosophy

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.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
 
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Meet Your Advisors

Meet Your Client Service Team

Our Process

Listen <br/>and Learn

Listen
and Learn

  • Meet with prospective client to understand where they want to go
Data Gathering <br/>and Initial Preperation

Data Gathering
and Initial Preperation

  • Gather financial documents to develop full picture of client
  • Consult with clien to determine their specific goals
Analysis and <br/>Plan Formation

Analysis and
Plan Formation

  • Analyze and input current investments into financial plan
  • Aggragate all financial information into preliminary plan
Presentation of <br/>the Financial Plan

Presentation of
the Financial Plan

  • Review all aspects of plan with client to ensure alignment
  • Present any portfolio chanes or holes in clients financial picture
Plan <br/>Implementation

Plan
Implementation

  • Invite asset transfer as needed
  • Invest assets and take action on other aspects of holistic plan
Monitor <br/>the Plan

Monitor
the Plan

  • Meet with client as needed to review and adjust if appropriate
  • Monitor portfolio performance

Are You Ready? 
Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call