The Sade Group Private Wealth Management firm was created in May 2015 by Scott Sade, its Managing Director.
The Sade Group Private Wealth Management firm was created in May 2015 by Scott Sade, its Managing Director. After servicing clients, primarily in major wire houses for 33 years, Scott wanted the ability to provide personal financial and private banking services, free from the inherent conflict of interest that exists in big bank brokerage firms. The Sade Group is a member firm of Kestra Private Wealth Services, LLC, which clears through National Financial Services, LLC, and custodies client assets with Fidelity Investments®. The Sade Group is a boutique firm that is well positioned to help navigate the large number of products available in the market place today. Experience and depth of knowledge is at the forefront of the practice.
After being licensed in 1982, Scott attained the highly regarded title of CIMA (Certified investment Management Analyst) from the prestigious Wharton School of Business in 2000 and is also a CTFA (Certified Trust and Financial Advisor) through the American Bankers Association.
Jody Zirn, the Portfolio Manager at The Sade Group, has worked in the wealth management industry since 1982 as a portfolio manager for some of the country’s leading Trust Companies. Jody assists Scott in providing unparalleled service and investment advice to their clients.
Robin Miley has been with The Sade Group since its inception and was instrumental in creating the firm. Currently, Robin is the office manager, handling the day to day operations and assisting Scott and Jody to keep things running smoothly.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. The Sade Group Private Wealth Management is a member firm of Kestra Private Wealth Services, LLC. The Sade Group Private Wealth Management is not affiliated with Kestra IS.
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