Wealth Management

Our goal is to start by understanding you, your family and your business. We understand that each individual and family are different and through our initial planning conversations and meetings, we work with you to identify your priorities. Once we establish an initial foundation, we can begin getting to work, continuing the relationship through updates, check-ins, market commentary, and oversight throughout the lifetime of our relationship.

At Saranac Wealth Management we focus on building, maintaining, and protecting wealth through an investment management process that is dedicated to transparency and integrity. We strive to tailor portfolio management solutions to each individual client via fee-based and brokerage offerings accounts. Our financial professionals dedication to relationships strengthens our mission to assist them in achieving their financial goals.  

We provide full-service brokerage accounts and access to a range of investment opportunities. Our platform provides clients with access to private equity, Select pre-IPO's, and a suite of alternative investments for qualified investors.