Our Services
Our Services
How We Work
- Wealth Management Planning
- Retirement Income Planning
- Investment Portfolio Management
- Impact & Socially Responsible Investing
- Education Planning and Funding
- Estate Planning Services
- Retirement Plan Services
- Concentrated Stock Strategies
- Insurance Planning – Life, Disability, Long-Term Care
- Trust Services
- Philanthropic Giving
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
vincent.lapietra@sancuswealth.com | (888) 676-6536