Sarner Wealth Management

Open
28 Main St
Essex, CT 06426

Sarner Wealth Management, founded by Peter J. Sarner, is a wealth management firm based in Essex, CT, specializing in providing tailored financial solutions to high-net-worth individuals and families in the New York and New England area. With over 28 years of experience, Peter focuses on addressing clients' key concerns, including wealth preservation, tax mitigation, and charitable giving, through a consultative approach that aligns with their unique values and goals.

As a Chartered Retirement Planning Counselor, Peter employs customized strategies to help small business owners and families plan for retirement, targeting successful individuals aged 40 to 60. In addition to his professional pursuits, Peter is actively involved in his community, serving on the Board of Park and Recreation and coaching youth basketball at Essex Elementary School.

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