# Saugatuck Financial jobs and careers

> 0 open roles at Saugatuck Financial as of October 23, 2026. Source: https://www.thejobsmap.com/company/saugatuck-financial

At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning –– all under one roof. We take an individualized approach with each client and a comprehensive approach to financial planning. We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind. We believe in doing things the right way, the first time. Our clients can expect to work with a team that consistently provides world class strategies tailored for them and a platinum level of client service. Working together, we will develop a deep understanding of your financial situation, goals, and objectives. By knowing each of our clients personally, we help them prepare for the future using targeted and thoughtful strategies that resonate with their unique values, motivations, and sensitivities. Our team looks forward to working with you and your family and is committed to earning your trust and confidence.

## Key facts

| | |
|---|---|
| Open roles | 0 |
| Headquarters | Westport, United States |
| Founded | 2009 |
| Employees | 11 to 50 |
| Industries | Finance, Investment Management, Personal Finance, Retirement |
| Website | https://saugatuck-financial.com |

## Leadership

- Justin Charise, Founder and Managing Partner
- Luke Andriuk, Director Of Investments
- Julie Oh, Chief Operating Officer
- Tom Taylor, Director Of Financial Planning
- Casey Quirk, Chief Marketing Officer

## Common questions

### Is Saugatuck Financial hiring right now?

Saugatuck Financial has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Saugatuck Financial's careers site.

### Where is Saugatuck Financial headquartered?

Saugatuck Financial is headquartered in Westport, United States and was founded in 2009.

### Who leads Saugatuck Financial?

Justin Charise, Founder and Managing Partner, is at the top of Saugatuck Financial's org chart.

### How do I apply for a job at Saugatuck Financial?

Pick a role on Saugatuck Financial's TheJobsMap page and select Apply. Every listing links to the original posting on Saugatuck Financial's own careers site, so you apply directly with the employer.