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. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.