Sawyer Wealth Management

Wealth preservation PROFESSIONALS

We Treat Clients Like Family

Sawyer Wealth Management is a family of wealth management professionals dedicated to helping you achieve financial security and plan for your legacy.

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Secure Your Financial Future with Sawyer Wealth Management


Our team is continually working to make your long-term satisfaction our top priority. From tax preparation and estate preservation to managing assets and maximizing income, our seasoned experts can fulfill all of your planning needs.

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What We Do

At Sawyer Wealth Management, we’ll get to know your unique financial situation and identify your goals and objectives. Then, we’ll develop a customized portfolio strong enough to meet today’s needs and flexible enough to handle tomorrow’s uncertainties.

How We Do It

Through custom programs, client appreciation events and honoring our commitment to treating you like family, we build lasting relationships with individuals in all stages of the planning process. Turn to us for the kind of service, respect and support you deserve.

Photo of Charles Sawyer

Meet Charles


“Our job is to go above and beyond to assist clients with every aspect of financial planning. When doing something as important as preparing for the future, you shouldn’t have to go at it alone. We’re dedicated to providing security, protecting your legacy and promoting your financial well-being.”

CHARLES SAWYER, JR.

Founder & President

Our promise to you

We hold our responsibility to our clients in the highest regard and strive to provide them with excellent service.

From tax preparation and estate preservation to managing assets and maximizing income, our seasoned and experienced team is ready to fulfill all your planning needs.

Wealth Management

Preserve your wealth.

Investment Management

Strategic positioning of your assets.

Business Planning

Custom services for business owners.

Legacy Planning

Leave a legacy to your children.

GIVING BACK

We believe in the power of giving back and making a positive impact in our community. Through our involvement with various initiatives, we can make a significant difference in the lives of those around us. Join us in our efforts to create a better world.

Learn More About Giving Back

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