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Our Firm

The Sade Group is an independent, hybrid wealth management services firm. As markets and investors needs continue to grow more complex, this model of service is best suited to offer the broad range of advice-driven solutions that help our clients achieve success. And with our team of professionals (CFP®, CIMA®, CTFA®, CRPC®), you can feel confident we’re acting as a fiduciary with your interests in mind no matter how you choose to work with us.

We specialize in professional investment management, comprehensive financial planning and 401(k) & 403(b) fiduciary services. Our team collectively has over 80 years of experience and numerous advanced degrees and professional designations that serve to deepen our knowledge and enhance our value to clients.

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