S & A FINANCIAL STRATEGIES & SERVICES, LLC

Overview

S & A Financial Strategies & Services, LLC is a small independent registered investment advisor that serves individual and family clients and a limited number of small-business owners. The firm focuses on financial planning and portfolio management, delivering advice under a mix of fee models (percentage of AUM, hourly and fixed fees). Reported activity indicates the adviser operates primarily on a non-discretionary basis, meaning clients retain trading authority while the firm provides planning, recommendations and portfolio oversight. The adviser is not positioned as a capital allocator or pension consultant and is not an active ESG investor. Investment activity is modest in scale and centered on conventional retail investment vehicles rather than direct allocations to external alternative fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices