Sachs Wealth Management

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Sachs Wealth Management Our values are what drive us, fulfill us, and result in a life well lived. Plan well. Live well.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC. (finra.org/ sipc.org)

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

One of the easiest year-end opportunities to miss is simply not checking where you stand.Before the year wraps up, revie...
10/08/2026

One of the easiest year-end opportunities to miss is simply not checking where you stand.
Before the year wraps up, review your progress on:

• 401(k) or workplace retirement plan contributions
• IRA contributions
• HSA contributions
• Employer matching opportunities

You may still have time to adjust contributions, especially through payroll.

The goal is not to automatically max out every account. It is to ensure your current savings strategy still aligns with your priorities.

Year-end tends to move quickly, so now is a good time to check your numbers.

By the time September arrives, most of the year is behind us.That can make it easy to shift into holiday mode and tell y...
09/10/2026

By the time September arrives, most of the year is behind us.
That can make it easy to shift into holiday mode and tell yourself you’ll deal with finances in January.

But the final quarter still gives you time to make meaningful decisions around retirement contributions, taxes, charitable giving, healthcare accounts, and other year-end deadlines.

Think of it as your Last 25% Review.

A little attention now can help you avoid rushed decisions in December.

If you have not reviewed your financial plan recently, the fourth quarter is a good time to assess what still needs attention.

We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepre...
09/07/2026

We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepreneur, or retired, here's to making the most of this holiday!

Have a wonderful LaborDay!

📝✨ August is Make-A-Will Month! ✨📝In that spirit, we're raising awareness about the importance of creating a will. Now i...
08/24/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future!

Books have a way of opening doors to worlds we never expected to find. On National Book Lovers Day, we're celebrating al...
08/09/2026

Books have a way of opening doors to worlds we never expected to find. On National Book Lovers Day, we're celebrating all the readers, dreamers, and curious minds who know that the best adventure often starts on page one.

We love hearing your book recommendations and are always happy to share ours!

It's the scariest time of the summer again - and Kelly's favorite time of year - Shark Week! 🦈The Great White Shark migh...
07/26/2026

It's the scariest time of the summer again - and Kelly's favorite time of year - Shark Week!

🦈The Great White Shark might steal the spotlight, but did you know that there are over 500 different species of sharks? Each one has its unique characteristics and adaptations, making the shark family truly diverse and extraordinary. Our personal faves….the Hammerhead!

🦈Despite their ferocious reputation, most shark species are actually harmless to humans. Out of the hundreds of shark species, only a few, such as the Great White and the Tiger Shark, are responsible for the majority of reported attacks.

🦈Sharks have been around longer than trees! The earliest known shark-like creatures appeared in the oceans over 450 million years ago, making them one of the oldest surviving vertebrate groups on Earth.

🦈🌊🤓

Dads wear a lot of hats: teacher, fixer, coach, protector, and even, sometimes, dance partners. Today, we're celebrating...
06/21/2026

Dads wear a lot of hats: teacher, fixer, coach, protector, and even, sometimes, dance partners.

Today, we're celebrating the dads who work hard for their families' health, happiness, and security.

Here's to early mornings, life lessons, and long-term thinking that keeps families moving forward.

Happy Father's Day to all the incredible dads out there. 🎓🔧🙏

Did you know 5/29 is National Education Savings Day? 🎓 It’s the perfect reminder that saving for education doesn’t have ...
05/29/2026

Did you know 5/29 is National Education Savings Day? 🎓 It’s the perfect reminder that saving for education doesn’t have to feel overwhelming—especially with tools like 529 plans.

These accounts are designed to help you build for future education expenses, with the added benefit of tax-free growth when used for qualified costs like tuition, books, and more. Whether you’re planning for a child, grandchild, or even your own continued learning, small, consistent steps today can create incredible opportunities down the road.

Here’s to investing in futures and celebrating the power of education!

Happy Mother's Day to amazing moms of all kinds - the mother figures who play such an important role in our lives. Today...
05/10/2026

Happy Mother's Day to amazing moms of all kinds - the mother figures who play such an important role in our lives. Today, we honor your patience with shenanigans, tireless efforts, unwavering support, and your unconditional love.

Today is a simple but powerful reminder that small, thoughtful choices can make a lasting impact. Whether it’s reducing ...
04/22/2026

Today is a simple but powerful reminder that small, thoughtful choices can make a lasting impact. Whether it’s reducing waste, conserving energy, or spending a moment appreciating the world around you—every action counts.

We’re inspired to be more intentional in how we care for our planet, and we hope this encourages you to do the same. 💚

Address

12400 Olive Boulevard, Ste 305
St. Louis, MO
63141

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13143252366

Website

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