In addition to helping the clients build financial security, Sangam provides a wide array of wealth management services to create a peace of mind. We understand how time consuming and frustrating it can be to coordinate multiple service professionals. As a result, we built a comprehensive solution so clients can enjoy their free time more by having Sangam provide one or all of the following services: tax planning and preparation, estate planning, insurance analysis and loan origination. The synergies that come from the investment management team working with the tax, insurance and/or loan professionals translate into a more efficient experience for each client.