A New Perspective On Wealth Management

Streamline Your Time with a Holistic Strategy & Coordinated Services

Clients We Are Built For

We have developed and refined an all-encompassing retirement planning process. In doing so, we realized that business owners are significantly underserved. As a result, we have built a robust process that caters to the extensive planning needs business owners should do prior to retirement. These together are a powerful and much-needed combination.

We understand we can’t be everything to everyone, but we can be everything to a select group of individuals. We serve Successful Business Owners or Those Preparing for Retirement. Our clients face unique and more complex financial challenges.

Our team of professionals specialize in advanced planning strategies tailored to your specific needs. From tax optimization to estate planning and charitable giving, we’ll work with you to create a comprehensive financial plan that aims to secure your legacy and provide confidence.

Business Planning

Retirement Planning

Your Interests Come First. True Financial Fiduciary Standards.

SA Piggush has reinvented how you experience wealth with an independent firm focused on your unique and extensive needs. Instead of growing just for the sake of being “big”, we are driven to be “GREAT” at what we do and who we do it for. We have a relationship-centric approach and nothing but the highest standards for quality. At SAP, our sole focus is on your best interests. We exist to help ensure you receive transparent advice focused on protecting your assets, growing your wealth, and helping you achieve the legacy you desire.

The fiduciary standard is more than a legal obligation: it is an important part of our identity.

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You want to choose an Advisory Team with happy clients, right?

Retired Business Owner, Jim

"They are a successful team with thoughtful leadership and a roster with the right mix of knowledge and discipline. The biggest asset of working with the team is the friendly confidence everyone exudes which in turn makes for simple, easy, and meaningful conversations."

Retiree, Robert

“The services of SA Piggush have taken away all the stress of handling our financial situation in retirement. Scott and the team are by far the nicest people I've ever worked with. In my opinion, they all truly care for our financial well-being. The team is a one-stop shop for all our financial needs and takes away any stress of handling our money and tax consequences.”

Retirees Jim & Linda

"The SA Piggush Team is excellent at explaining any financial movement that they feel will bring us closer to our financial long-term goals. Topic-based meetings have helped us to better understand the complexities of managing our portfolio."

Retirees, Tim & Lina

"The driving forces are professionalism and knowledge, outstanding customer service and care, and they are a local community-based company with deep local roots."

This statement is a testimonial by a client of the financial professional as of 08/21/202408/16/2024 01/30/2025 02/11/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Check Out Our Resources

When Should You Take Social Security

Your Changing Definition of Risk in Retirement

Grantor Retained Annuity Trusts (GRATs)

Estate Management Checklist

Managing an Inheritance

Retiring Earlier Than Expected? What To Know

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