Business Details
44 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
Treasury Partners has been delivering strategic wealth management solutions since 1982, prioritizing fiduciary responsibility and personalized service for organizations and high-net-worth individuals. Our team of seasoned advisors constructs diversified portfolios tailored to individual risk tolerances and evolving market conditions, ensuring alignment with clients' long-term goals. With over four decades of experience, we maintain a commitment to transparency, ethical standards, and continuous adaptation to economic changes. Our services span investment management, retirement planning, estate strategies, and family office solutions, supported by institutional-grade platforms and custodians.Recognized by Barron's, Forbes, and the Financial Times as top-tier advisors, we emphasize direct client access, collaborative decision-making, and a three-dimensional investment approach combining core fixed income, market-related, and alternative strategies. By integrating environmental, social, and governance considerations, we address modern investors' values while maintaining rigorous compliance and fiduciary oversight.
Services
Wealth Management
Investment Management
Financial Planning
Retirement Planning
Estate Planning
Corporate Cash Management
Family Office Services
Liquidity Event Planning
ESG Investing
Foundation Advisory
Details
- Year established: 1982
Highlights and features
- We have over 40 years of experience in wealth management for high-net-worth clients
- Our team consists of certified experts recognized by Barron's and Forbes
- We operate with full transparency and no hidden fees
- Our fiduciary commitment ensures your interests come first
- We provide high-touch service with direct access to senior advisors
Services
Wealth Management
Our wealth management services provide customized investment strategies for high-net-worth individuals and organizations. We create diversified portfolios aligned with your risk tolerance and financial goals while maintaining fiduciary oversight. Our approach combines institutional-grade resources with personalized service to adapt to changing market conditions and life circumstances.
Investment Management
We offer tailored investment management solutions focusing on asset allocation, risk management, and performance optimization. Our three-dimensional approach incorporates core fixed income, market-related investments, and alternative strategies to build resilient portfolios that evolve with your financial needs and market dynamics.
Retirement Planning
Our retirement planning services develop sustainable income strategies for post-career life. We address tax efficiency, healthcare costs, and legacy considerations while implementing 401(k) solutions and pension management strategies that prioritize long-term financial security and lifestyle maintenance.
Estate Planning
We design comprehensive estate plans that facilitate smooth wealth transfer across generations. Our services include trust creation, tax optimization strategies, and legacy planning that aligns with your family's values and philanthropic objectives while minimizing legal complexities.
Family Office Services
Our family office solutions provide integrated management of complex financial affairs for ultra-high-net-worth families. We coordinate investment management, tax planning, and intergenerational wealth transfer while maintaining discretion and addressing the unique challenges of significant asset holdings.
People
Richard Saperstein
Chief Investment Officer
With over 40 years of experience, Richard leads investment strategy and portfolio management at Treasury Partners. Recognized by Barron's and Forbes as a top financial advisor, he maintains a fiduciary commitment to client-first decision-making.
Steven Feit
Managing Director
Steven provides strategic financial planning and investment advisory services to high-net-worth clients. With extensive experience in retirement planning and estate strategies, he focuses on personalized wealth management solutions.
David J. D'Amico
Managing Director
David specializes in corporate cash management and institutional investment solutions. He brings expertise in fiduciary oversight and customized portfolio construction for organizational clients.
Justin Winters
Managing Director
Justin advises on wealth transition strategies for business owners and entrepreneurs. His focus includes liquidity event planning and long-term investment management for post-exit financial security.
Jerry Klein
Managing Director
Jerry specializes in corporate retirement plan advisory services. He helps businesses optimize 401(k) plans while maintaining fiduciary compliance and cost-effective solutions for plan sponsors.
Questions
What services does Treasury Partners offer?
We provide wealth management, investment management, retirement planning, estate planning, corporate cash management, family office services, and ESG investing solutions.
Are you legally required to act in my best interest?
Yes, as fiduciaries, we have a legal obligation to prioritize your financial interests in all advisory decisions.
How do you handle investment strategy customization?
We create personalized portfolios based on your risk tolerance, financial goals, and changing life circumstances using a three-dimensional investment approach.
What distinguishes your retirement planning services?
Our retirement planning focuses on tax-efficient strategies, income stream creation, and addressing healthcare costs and legacy planning.
Do you work with business owners?
Yes, we specialize in wealth transition strategies for entrepreneurs selling businesses, including post-exit financial planning and estate management.
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