Saket Sengar's journey in financial services began in 2004 at Allstate Insurance. As he engaged with clients—listening to their stories and understanding their dreams—he discovered a profound passion for helping them navigate their financial paths. These early interactions fostered a deep sense of responsibility and trust, igniting Saket's drive to broaden his expertise beyond insurance.

As clients began coming to him with more complex financial questions, Saket recognized the need to expand his knowledge. He earned his securities licenses, and then joined Raymond James Financial Services. Immersed in the world of portfolio and wealth management, he gained experience managing investments ranging from equities and fixed income to mutual funds and ETFs. As his client base grew to include individuals with portfolios exceeding $2 million, he realized that their needs extended far beyond basic portfolio management. This led Saket to embrace a comprehensive approach to wealth management, encompassing insurance, risk mitigation, tax, and estate planning.

To better serve these high-net-worth clients, Saket pursued the Certified Financial ProfessionalTM credential (CFP®). He also gained invaluable experience at an estate planning and elder law firm where he participated in strategic planning and learned about the nuances of estate and trust planning, especially for high-net-worth clients. This experience, coupled with a decade at major wirehouse financial institutions, enabled Saket to develop advanced skills in executive compensation, employee stock options, and retirement planning.

In 2024, Saket made the pivotal decision to leave the wirehouse environment and launch his own Registered Investment Advisory (RIA) firm in Washington State. This transition reflects his commitment to offering bespoke financial strategies tailored to each client's unique needs, free from corporate constraints and product biases. Saket's mission is to establish a transparent, client-centered approach to wealth management, where every recommendation is crafted with the sole purpose of advancing the client's best interests and long-term goals.

Today, Saket is dedicated to building long-lasting relationships based on trust, transparency, and integrity. He prides himself on his ability to listen, educate, and empower his clients, providing them with the knowledge and confidence to make informed financial decisions. Saket’s commitment to excellence is reflected in his continuous pursuit of professional development and staying abreast of the latest industry trends and regulations.