Sapers & Wallack, Inc.

www.sapers-wallack.com

Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm. Non-profits, venture-backed and private equity portfolio companies, family-owned businesses and high net worth individuals appreciate and utilize the professionals at S&W both for their ability to deliver innovative, cost-effective solutions as well as their thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains Sapers & Wallack’s guiding principle. Disclaimer: Securities offered through Lion Street Financial, LLC (LSF) (512.776.8400), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group. None of these companies provides tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

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Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm. Non-profits, venture-backed and private equity portfolio companies, family-owned businesses and high net worth individuals appreciate and utilize the professionals at S&W both for their ability to deliver innovative, cost-effective solutions as well as their thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains Sapers & Wallack’s guiding principle. Disclaimer: Securities offered through Lion Street Financial, LLC (LSF) (512.776.8400), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group. None of these companies provides tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

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Country

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State

Massachusetts

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City (Headquarters)

Newton

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Employees

11-50

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Founded

1932

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Vice President - Finance and Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chairman

    Email ****** @****.com
    Phone (***) ****-****
  • Chairman

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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