I appreciate working with Sankaty for their extensive experience working with sales professionals, in the tech & security industry. Their boutique approach is totally customized to me, which was something that was lacking with our previous banking private client group. Their willingness to go to work outside of just the scope of investment planning, exhibited to me, that Sankaty is truly in the business of fostering comprehensive relationships with their clients. Sankaty has an incredibly creative strategy to reduce the taxable footprint of my balance sheet, as I continue to accumulate wealth. Sankaty has helped us to incorporate our investment planning, with tax strategy, estate planning, and insurance planning. Their wholistic approach gives me the peace of mind I’ve been searching for when it comes to wealth management.

— Josh, Area VP of Sales

I decided to engage with Sankaty because of their expertise with tax strategies for retirement.  This is something I hadn’t thought about before and the outcome was incredibly impactful.  Chris gave me an unbiased and honest assessment of how I’m tracking towards my future goals and we discussed how to meet those goals.  I now understand all of the asset distribution strategies available and the cadence of how to do it.  I feel confident of when to use what assets, from a tax standpoint, and how to maximize returns.  Working with Chris and the Sankaty team has given me peace of mind about my retirement that I didn’t have prior to partnering with them.

— Matt, Client, Regional Vice President

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.

— Kim, Client, VP, Chief Talent Officer

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.

— Jeff, Client, Executive Director

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.

— Lino, Client, Executive, Enterprise Sales

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.

— Dan, Client, Sales Director

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.

— Dylan, Client, Sr. Director of Business Development

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.

— Gabe, Client, Enterprise Account Manager

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.

— Jennifer, Client, Sr. Operating Principal

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.

— Ryan, Client, Director

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.