Sawaya Forget Wealth Management
A people-centric approach to wealth management
Wealth planning is about trust. It’s about knowing that we’ll be there to offer sound advice and guidance through life’s moments both good and bad. And we don’t take that trust for granted.
For 35 years, we’ve guided clients through market booms and busts, watched them grow from young professionals to sprawling families, and helped them plan for the future – however that looks. We’ve stood beside them as they’ve sold their business and supported families through wealth transfers from one generation to the next. But at its core, our success over the past three-and-a-half decades is the result of the relationships we’ve built with our clients.
We share experiences with our clients. We advise them but we learn from them too. As wealth advisors, we’re good at what we do because we care about the people that put their trust in us.