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The purpose of having money, is to not have to worry about money.

We are Sankaty Wealth Management:

  • Sankaty is a boutique wealth management and financial planning firm, based out of Boston
  • Our mission is to provide clients with clarity on their path to financial independence
  • We strive to empower our clients with more confidence in how they spend their time and their money

What we do:

  • Provide strategic advice: Our firm is built to have the resources necessary to be a thought partner on your behalf.
  • Establish a roadmap for your financial plan: We design optimized roadmaps for our clients. The end result is a more tax-efficient allocation of their capital, on a go-forward basis.
  • Implementation: Details matter. Our dedicated team has the capabilities to execute on our clients behalf.

You can expect three things from us:

  • Results: We are highly proficient at optimizing balance sheets and applying tax-efficient strategies to your financial plan.
  • 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.

Chris and Mike at the Boston Waterfront
Chris and Mike Golfing

What our clients have to say about us

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.

Our team is award winning

Michael Ryan has been recognized by Forbes as one of the top financial security professionals in the country three 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 Best-In-State 2023
Forbes best-in-state financial security professionals 2022
Forbes top financial security professionals 2021

Forbes Top Financial Security Professionals Best in State List (July 2023). Based upon data as of 12/31/2022. Forbes Top Financial Security Professionals Best in State List (July 2022). Based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and rankings provided by SHOOK Research. 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.