“Someone’s sitting in the shade today because someone planted a tree a long time ago.” -Warren Buffett
SA Piggush is an independent financial advisory firm that was created with our clients in mind. We know you can easily go to many different advisors that will gladly invest your money for you, but to our team, it takes so much more than just investment management to truly provide guidance that is in your best interest in all aspects of your financial life. So instead of claiming to be all things to all people, our team is laser focused on being all things to SOME people and giving our clients a first class experience every step of the way.
We want each of the households we work with to think of us as an essential partner in their financial lives. In order to have substance behind saying we do holistic planning, we have developed and refined an all-encompassing financial planning process called The 360 Formula®. The three elements that make up our process is Team Approach, Client Experience, and Wealth Planning.
We are excited about our process and the opportunity to partner with the right households, that need our services.
We have systemized what we do to ensure that everything gets done, by the right person, at the right time.
We are able to dig deeper, getting to know each client’s entire story, creating an unmatched experience.
We guide clients through our propriety Wealth Management process to ensure that no matter what critical life events take place for our clients; they are ready for it