About Saturn Wealth

The Roman god Saturn, after whom the planet Saturn was named, was the god of sowing or agriculture. His reign is often associated with peace and plenty, and his temple served as the treasury of the Roman state. At Saturn Wealth, this history speaks to us, as we believe every individual should have the opportunity to accumulate abundant resources to more successfully prepare for an enjoyable retirement future.

As an independent financial services firm, we aren’t beholden to one company or one specific set of products. Rather, we work to align our clients strategically with solutions tailored to their specific goals and objectives. We believe in listening first, offering financial education second and making recommendations only after you feel confident about moving forward. Our recommendations are held to a fiduciary standard to do what’s in your best interest, a responsibility we take very seriously. Furthermore, Saturn Wealth values savings programs that include low-cost, low-fee options that may reduce your tax burden and enhance your retirement position.

Meet the Team

The Saturn Wealth Way

We approach the process of planning for your future with care, consideration and commitment. Therefore, we believe that the Saturn Wealth way is the only way to do right by our clients.

  • Our Mission
    The Saturn Wealth mission is to provide individuals and families in all stages of planning objective, unbiased financial advice that they can use to achieve their short- and long-term financial goals.
  • Our Philosophy
    Education, service and support serve as a strong foundation for ensuring our clients can access the information they need to make informed, confident decisions to better prepare for life as it unfolds.
  • Our Promise
    Whether you’re at or nearing retirement, or years from life after work, we can help you create a financial plan to help you prepare for the expected, the unexpected and everything in between.

As part of our commitment to help others achieve their financial dreams, Saturn Wealth is a proud member of SOFA. The Society for Financial Awareness is a 501(c)(3) nonprofit public benefit corporation. Our mission is to provide financial education across America, one community at a time.

We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations. These events are designed to educate and help attendees understand and address a variety of financial topics and concerns.