Financial Planning &

INVESTMENT MANAGEMENT

Saratoga offers financial planning and investment management services to a wide range of clients. While some firms offer these services separately, we believe financial planning and investment management work best in tandem.

Financial planning defines the "why" behind your goals, while investment management focuses on the "how" to fund them.

Without financial planning, investments lack direction.

Without investment strategy, plans remain unfunded ideas.

  • Financial planning

    Saratoga offers two levels of financial planning, so that clients pay for only what they need.

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  • Investment Management

    Saratoga has been building a diverse range of model portfolios since 1994.

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