Money Matters with Charles Sachs

Call the show at 305-444-1610
Money Matters with Charles Sachs

Mr. Sachs is a Fee Only Wealth Management practitioner, which means his only source of compensation is from his clients. He also acts a fiduciary, meaning he has a legal responsibility to always put his client’s best interests first. Charles provides fee only, fiduciary representation to affluent and ultra-affluent clients, their families, and businesses as part of a long-term consultative approach to help them achieve their investment, financial planning, and charitable goals. Mr. Sachs currently serves as Vice President of the Estate Planning Council of Greater Miami, President-Elect of the Financial Planning Association of Miami, and Board member for the American Committee for the Weizmann Institute of Science. He is a Professional Advisory Council member for the Greater Miami Jewish Federation, United Way, and University of Miami. In addition, Mr. Sachs was a frequent guest commentator on the Nightly Business Report and has addressed many National and South Florida organizations with regard to charitable giving techniques Mr. Sachs is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Analyst, and earned a Master’s of Business Administration with Honors from Florida International University. For more information on Mr. Sachs and his firm, Private Wealth Counsel, go to www.pwcounsel.com or call (305) 444-1610.

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