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 applying tax-efficient strategies 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.
What our clients have to say about us
When you have money and you are a professional with a big job, the problem is the tactics. It’s hard to find good people to get the day-to-day stuff done. I parted ways with my former wealth management firm because I felt like I didn’t matter. With Sankaty, I get an exceptional client experience, and that leaves me feeling reassured that my money is in trusted hands.
I trust Chris and his team. They are accessible, readily available, and very responsive if I have questions. They never push me in a way that makes me uncomfortable, and I never feel like I’m just another client to them. The details matter with this team and I genuinely rely on them for their guidance and sound judgement.
Sankaty is there to help people who make a lot of money feel more at ease and less anxious. They enable me to make educated decisions about money and those decisions leave me with peace of mind.
Sankaty makes things incredibly simple for the client, regarding execution and understanding. They do a great job of staying in touch, and with having the client website and phone app, we can easily see a snapshot of current planning.
We work with Sankaty for the peace of mind, feeling good about where we are and where we are going. We trust that long-term planning is buttoned up, and the team is readily available to give practical feedback on how taxation of equity plans work, providing space to talk through property purchases, financing discussion, etc.
The Sankaty Team understands their client’s world, their industry, how their compensation works, the lingo and how to structure plans around their variable comp. They put our goals first and do a good job of humanizing money and making implementation simple.
The Sankaty team does all the heavy lifting to keep me on track, providing me well researched options to consider with clear tradeoffs. They get things done, are incredibly responsive, and seek and act on feedback...a great team.
We decided to partner with Sankaty because of the personal touch that they provide, the relationship that we have built and the intentionality that they bring in fostering our relationship. They are able to challenge our thinking without pushing us past our comfort zone and they help coach us through financial decisions in a way that is well-received.
Chris and the team have always been very candid. I appreciate the frankness and the supportiveness of our relationship. I’m able to be an active participant versus just being told what to do. There is trust and respect in our relationship.
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.
|Forbes Top Financial Security Professionals Best in State List (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. 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.