Private Client Services

Sasserath & Co. is a valuable resource for busy families, business owners, and entrepreneurs. We offer a full range of family office services that are designed to make wealth management and preservation easy and efficient. We provide bill paying services, trust and estate planning, and retirement planning.

We start by learning all we can about your financial aspirations and life goals. Then, we design a personal plan to guide you toward your desired lifestyle and safeguard your finances throughout the years.

Call us at 631-368-3110 now or request a consultation online to learn more about our family office services.

Family Office Services

Our personal bookkeeping and bill-paying services include bank account reconciliations, transferring funds, and making deposits.

Retirement Planning

We'll steer you towards the retirement planning options that will allow you to live the life you want to live during your retirement.

Estate Planning

Work with us to develop a comprehensive estate plan that safeguards your wealth and transfers it to your beneficiaries with limited tax consequences.