Sawston Wealth Management LLC

Overview

Sawston Wealth Management LLC is an independent, individually owned registered investment adviser serving individuals, families and some institutional clients. The firm’s advisory services focus on financial planning and portfolio management for individuals and small businesses. Its client billing combines a percentage-of-AUM structure with hourly charges. According to the available filings the adviser does not operate as a capital allocator, is not an active ESG investor, and does not present itself as a multi-state or pension consultant firm.

Assets & Accounts

Investments & Alternatives