Featured Publications

Read the most recent Saugatuck Financial related press here:


Worth Magazine Article

Worth Magazine Article

Financial Planning

Forbes BrandVoice logo

Forbes BrandVoice logo

Recent Awards and Recognition

2017

  • Justin Charise and Al Schor named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
NWM Forum Logo

  • Al Schor named among Northwestern Mutual’s top 20.
  • Justin Charise named among Northwestern Mutual’s top 30.

  • Justin Charise was named among the 2017 Top 40 Under 40 Award recipients for Fairfield County. Winners were judged and selected on business accomplishments, leadership qualities, and personal business improvement efforts.
Fairfield County 40 Under 40 Logo

  • Al Schor named to The MDRT Association's Court of the Table - www.mdrt.org
Million Dollar Roundtable Logo

  • Saugatuck Advisors Justin Charise, Al Schor and Colin Thomas were named among Worth Magazine’s Leading Advisors for 2017.

2016

  • Justin Charise and Al Schor each named among Northwestern Mutual Northeast Top 10 Advisors.
  • Justin Charise and Al Schor named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
NWM Forum Logo

  • Al Schor named 6th among National Master Achievement Award Winners
    (awarded to select advisors with the highest levels of quality/client satisfaction and activity / number of clients)

  • Al Schor named among Northwestern Mutual’s top 20

  • Justin Charise named among Northwestern Mutual’s top 40

  • Al Schor named to MDRT Association's Court of the Table - www.mdrt.org
Million Dollar Roundtable Logo

2015

  • Justin Charise and Al Schor each named among Northwestern Mutual Eastern Region Top 10 Advisors

  • Al Schor named among 10 National Master Achievement Award Winners
    (awarded to select advisors with the highest levels of quality/client satisfaction and activity / number of clients)

  • Al Schor named among Northwestern Mutual’s top 20

  • Justin Charise named among Northwestern Mutual’s top 25

  • Al Schor named to MDRT Association's Court of the Table - www.mdrt.org
Million Dollar Roundtable Logo

  • Justin Charise and Al Schor named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence)
NWM Forum Logo

2014

  • Justin Charise and Al Schor each named among Northwestern Mutual Eastern Region Top 10 Advisors

  • Al Schor named among 6 National Master Achievement Award Winners (awarded to select advisors with the highest levels of quality/client satisfaction and activity/ number of clients)

  • Al Schor named to The MDRT Association's Court of the Table - www.mdrt.org
Million Dollar Roundtable Logo

  • Justin Charise and Al Schor named to the Northwestern Mutual Forum (select group (~4%) of advisors achieving the highest level of production and excellence)
NWM Forum Logo

Saugatuck Financial listed in the Worth® Leading Wealth Advisors™ section should not be construed as an endorsement by Worth®, and Worth® will not be responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an indicator of future performance. Worth® is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. The participating advisors help to underwrite the production cost of the magazine. WORTH®, WORTH® LEADING ADVISORS™, WORTH® LEADING WEALTH ADVISORS™, and all associated designs are trademarks of WORTH Group LLC.