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Start Investing Today

Everyone should have the opportunity to build wealth. 

The first step in this journey is figuring out where you are and where you want to be. We use your personal story, goals, and risk analysis to create your individual investment plan to help you reach your destination. Our advisors craft investment options customized to your objectives, and give you the best strategy for meeting your goals. We monitor your investments on a regular basis and make adjustments to optimize your portfolio. 

Sometimes getting started in investing for your future can be overwhelming. Do you have accounts from former jobs that aren't getting the attention they need, or you would like to contribute towards your goals monthly? Our team can help you roll over a 401(k) or transfer a traditional, Roth, or SEP IRA. All of your accounts in one place to keep you on track with your financial goals. Perhaps you know that the first step to building wealth is making that first leap, but have assumed you need thousands of dollars to invest. Read the questions below to learn more about our SawstonDirect platform designed to get you on your way.

Have you found yourself asking any of these questions?

Don’t I need a lot of money to work with a financial advisor?

No! We keep our minimum low to make investing accessible. If you have $500 or can get there in a few months, we can get started. The minimum is because investments often have a required minimum purchase amount.

I have had a financial advisor, but never met with them or felt like I needed that level of attention. How is this different?

You will still get professionally managed portfolios that are reviewed monthly, analyzed quarterly, and rebalanced by us as market or economic conditions warrant. You can keep track of your accounts online in a secure client portal. You can rest assured that your investments are still being taken care of, but if something comes up then you have a local advisor to call. You can choose to set up an appointment with an advisor at any time for an additional hourly fee.

I am not an expert about finances how do I know that I am making the right choice?

When you sign up you will complete a risk questionnaire that helps us get to know you. Your answers direct us to a portfolio that is right for your goals, without taking too much risk. 

Can I invest in ESG (Environmental, Social, Governance) funds or ETFs?

Absolutely! We understand that this is an important value. We have a process to score companies, funds, stocks, and exchange-traded funds based on industry-recognized ESG criteria. We also have portfolios comprised of funds that have an ESG mandate

I don’t really have an emergency savings. Should I still get started investing?

We recommend having 3 – 6 months of living expenses saved before getting started investing. While the funds in your account are fully accessible, in some instances, and depending on the type of account you have, you can incur penalties and fees for early withdrawals.

I just want to make some money trading stocks and then cashing out. Can I make trades in SawstonDirect?

No. SawstonDirect is not a stock trading app

We can help you get started with $500 today and an ongoing contribution of $50 per month that can be electronically withdrawn from the bank account of your choice.