Your future. Your legacy.

How can we help bring your vision to life?

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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The Sabaugh Group

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

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    Jason M. Sabaugh, CFP, CEPA

    Vice President–Wealth Management

    Financial Advisor

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    Sam Sabaugh

    Senior Vice President–Wealth Management

    Financial Advisor

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    Michael Sabaugh

    First Vice President–Wealth Management

    Financial Advisor

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    Amy Brooks

    Senior Wealth Strategy Associate

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    Sue Porter

    Client Service Associate

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    Ryan Sheppard

    Client Service Associate

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Multigenerational planning

Multigenerational planning

Retirement planning

Retirement planning

Wealth, from your point of view

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Break the code

The answer to planning your future

Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020