Financial Confidence For Successful Families High-Income Tax Strategies Wealth Management | Retirement Philanthropy | Insurance Strategies Legacy & Estate Planning
#1 IN EASTERN REGION (2024) Named NM’s #1 Planning Practice in the Eastern US 2025
2025 #1 In Connecticut! TOP FINANCIAL SECURITY PROFESSIONALS 2024 & 2026
Our award-winning team specializes in world-class family-office-style planning for high-income and high-net-worth clients. With truly client-centric planning, we listen first, and learn what matters most to you before offering advice. And as fiduciaries, we are obsessive about sharing what we would consider, and do, ourselves, rather than what is popular or easy. We are proud, active contributors within the community and have built a stand-out team committed to creating true financial peace-of-mind for families who could put their trust anywhere... and chose us.
Let our award-winning team give your financial planning a second look! www.saugatuck-financial.com | 203-221-5275
Justin Charise uses Saugatuck Financial as a marketing name for doing business as a representative of Northwestern Mutual. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Justin Charise provides investment advisory services as an Advisor of Northwestern Mutual Wealth Management Company®(NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Justin Charise provides investment brokerage services as a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) , a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA and SIPC. Justin Charise is an Insurance Agent of NM. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Saugatuck Financial and Northwestern Mutual Private Client Group are not registered investment advisers, broker-dealers, insurance agencies, federal savings banks or other legal entities. Forbes Top and Best-In-State Top Financial Security Professionals and Best-in-State Wealth Advisors research and ranking provided by SHOOK Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. Westport Lifestyle Magazine Readers Choice Award for Best Financial Advisor (2021, 2022) is based on online voting, September & October each year. No compensation is provided for eligibility.
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