Financial Services…
We serve clients of all means, helping individuals and families improve their situation through comprehensive financial planning, asset management and family coordination
Financial Planning—
Our in-house team uses a holistic approach to deliver comprehensive analysis, personalized strategies and a plan you can put into action right away
Asset Management—
Sanum investment specialists continuously evaluate the landscape to achieve results aligned with your goals.
Family Conversation—
We help you preserve your legacy, understanding your evolving needs and family dynamics, helping you achieve your goals for future generations
As a CERTIFIED FINANCIAL PLANNER® (CFP®) office, we ascribe to core values that set us apart:
Act in your best interest at all
times, above our own
Uphold high ethical standards of
integrity, honesty, competence
and confidentiality
Act with diligence and objectivity
These core principles ensure we prioritize your needs, avoid conflicts of interest (or disclose and manage them fairly) and provide transparent financial advice setting us apart as a standard for financial planning.
Our Required Information
