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Protect What You’ve Built

You’ve built something meaningful. Now it’s time to protect it, grow it, and use it to take care of the people who make it possible—including yourself. At SASTA, we specialize in helping business owners and leadership teams across Richmond and the D.C. area design executive benefit plans, optimize wealth strategies, and prepare for what’s next—whether that’s retention, retirement, or succession.

Talk Executive Strategy

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Clarity Amid Complexity

Running a business means juggling competing priorities—from leadership decisions to long-term financial security. We help business owners cut through the noise to create executive compensation, retention, and wealth strategies that actually work. Clear. Actionable. Aligned with your goals.

Plan for What’s Next

Our Clients

We maintain strategic experience across a broad range of investor profiles

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and experience.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

Gain a comprehensive understanding of the business to include current financial position, key personnel & staffing, clients/markets served, owners business goals and business continuity plans.

STEP

2

Strategize

Develop solutions to help maximize
company value, retain equity, reward key stake holders, and protect the owners interest.

STEP

3

Implement

Adopt solutions that focus on independent analysis, product design, knowledge & experience.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with a Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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