Everything You Need To Know About Us

Our mission is to help you define and achieve your financial goals.

Client Focus

In Howard Sontag’s words, we have been “sitting at the same side of the table as our clients” since he founded the firm in 1995. This core principle continues to be the basis of our business model. As a testament to our client focus, nearly all of our growth has been from the growth of existing client relationships and client-driven referrals.

Fiduciary Responsibility & Independence

As a Registered Investment Advisor (RIA), Sontag Advisory has a fiduciary responsibility to each client, and we are required to put your needs and interests ahead of our own at all times. Our investment philosophy dictates that we do not sell any proprietary products, nor are we required to sell any financial, insurance, or other products on behalf of any other institution.

Wealth Management Approach

The more we know about you, the better the advice and solutions we are able to provide. We try to gain a complete understanding of your lifestyle, motivations, objectives and concerns in order to develop tailored wealth plans. Learn more about our wealth management beliefs.

Investment Philosophy

We believe in simplicity, transparency, and old-fashioned investment principles. You have accumulated your wealth; our primary job is to ensure that it is managed prudently to achieve your goals. Learn more about our investment philosophy.

Our Team

The Sontag Advisory team is comprised of seasoned professionals whose experience and expertise encompass diverse areas of wealth management, including financial planning, investing, estate planning, insurance planning, and tax management.