SAYBROOK WEALTH GROUP, INC.

Overview

Saybrook Wealth Group, Inc. is an independent registered investment adviser that operates as an owner-managed RIA and positions itself as a capital allocator for individuals, families and institutional clients. The firm emphasizes equity-heavy portfolios and is an active ESG investor, integrating environmental, social and governance considerations into its public-market allocations. Services listed by the firm include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of third-party advisers and educational seminars—functions that reflect a hybrid advisory model combining investment management with consultative, fee-for-service engagements. The firm uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees) and explicitly acts as a selector of outside managers, which supports the firm’s role in placing client capital with third-party strategies where appropriate. Their stated preference for equities and the use of externally managed funds points to a model that blends internally directed equity sleeves with outsourced manager allocations for specialized exposures.

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