About

Holder of Series 7 and Series 65 securities licenses and a Certified Public Accountant with decades of experience in sophisticated and technical tax and accounting, Alan Sasserath brings an unparalleled, multidimensional perspective to his clients.

From an accounting perspective, Alan’s technical experience includes working with high-net-worth individuals and closely held businesses, dealing with matters related to both domestic and international tax, as well as liquidity events such as the sale of a business. Recognizing that tax considerations are just one piece of the puzzle for high-net-worth families, Alan is also able to provide his clients with invaluable financial expertise as a FINRA registered representative. Relentlessly focused on his clients’ success, Alan approaches all engagements holistically. His clients’ evolving goals dictate how he manages the teams servicing his clients, holding financial advisors accountable and endeavoring that appropriate benchmarks are set, met, and exceeded.