The purpose of having money, is to not have to worry about money.
We are Sankaty Wealth Management, a boutique wealth management and financial planning practice in the Boston area. Founding partners Mike Ryan and Chris Scearbo want to live in a world where their clients can achieve financial independence and have confidence in how they are spending their time and their money, while also enjoying the fulfillment of a long-term client advisory relationship.
You can expect three things from us:
- - Results. We are highly proficient at optimizing balance sheets and reducing tax drag on your financial plan.
- - A robust client experience. In today’s digital age, there must be quantifiable value to working with a human. We assure you – there is.
- - More financial confidence. The result of developing a sophisticated financial plan.
Our team is award winning
Michael Ryan has been recognized by Forbes as one of the top financial security professionals in the country two years in a row. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.