Saybrook Wealth Group, Inc.

Saybrook Wealth Group provides financial planning, consulting, investment and wealth management services to individuals and families, trusts, estates, charitable organizations, corporations and retirement plans, and operates a web-based special needs planning service called AblePlanning.com. The firm also offers retirement plan consulting and periodic educational seminars on personal finance topics, which it describes as educational and provided at no cost to attendees.

Portfolios are constructed with a goal- and time-horizon focus, allocating among mutual funds, ETFs, individual securities and Independent Managers and implemented through both discretionary and non-discretionary arrangements; the brochure reports $292,082,832 in assets under management as of December 31, 2025, of which $90,863,433 is managed discretionarily and $201,219,399 is non-discretionary. Saybrook Wealth Group uses third‑party planning software (MoneyGuidePro or eMoney), may manage held-away products such as variable life insurance and annuities, and frequently engages Raymond James and Independent Managers to custody and execute client strategies.

What distinguishes the firm in its category is its scale and client mix for a small-advisor practice: a single-advisor firm overseeing roughly $292 million for about 316 clients, resulting in unusually high AUM and client counts per advisor and a majority of assets managed on a non-discretionary basis. The brochure also discloses that some supervised persons are licensed insurance agents who may offer commissionable insurance products and that the firm receives software, administrative and other support from Raymond James — relationships the firm identifies as potential conflicts in its disclosures.