Sachs Wealth Management is a financial planning firm based in Clayton, Missouri, serving people who want a clearer, more manageable approach to their financial lives. Its process, called The Happiness Plan, brings key financial considerations together to help clients understand their priorities and align resources with their goals. The firm works through areas including investments, retirement, insurance, estate planning, taxes, and personal lifestyle considerations, while also addressing potential future scenarios.

Its guidance is intended to adapt as clients’ circumstances change, such as after a career move, loss, windfall, divorce, or as retirement approaches. Sachs Wealth Management emphasizes practical financial habits, clear conversations, and ongoing support, aiming to help clients feel more confident about decisions and prepared for what lies ahead. The firm invites prospective clients to begin with a conversation to determine whether its services are a good fit.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC; services are subject to applicable state registration and licensing requirements