The success of SAAI has been built on a corporate philosophy, which seeks long-term capital appreciation through a process known as net planning. The goal is to increase the value of client portfolios through a variety of investment techniques. SAAI is concerned, not only with the present value of our client’s portfolios, but with the purchasing power of those portfolios ten, twenty, thirty years in the future. Thus, we endeavor to not only build wealth for our clients through sound investment recommendations, but to hold on to that wealth through sound estate planning and providing general tax strategies. This approach, coupled with an absolute commitment to educate our clients in the fundamentals of investing and general tax strategies, has benefited individual investors, small businesses and corporations alike for over twenty years.

Unfortunately most family financial needs go beyond putting money aside, choosing an investment or understanding the markets. What most people really need is an overall plan to address the complex lifestyle issues that face us all. SAAI strives to address these concerns by establishing meaningful and lasting relationships. For us successful investing is a process that works best when the client is willing to make a commitment of five years or more.