Treasury Partners
Treasury Partners is a team of 29 professionals delivering a broad array of wealth and corporate cash management services to private investors, family offices, foundations, endowments, and corporations. Led by industry veteran Rich Saperstein, Treasury Partners provides trusted advice, personalized service and experienced decision-making to individual and corporate investors. Treasury Partners has been recognized as a first-tier financial advisor by Barron's, Forbes, and the Financial Times since 2004.
ABOUT TREASURY PARTNERS
Treasury Partners provides clients with trusted advice, personal service and experienced decision-making services.
The firm was named to the 2024 Barron’s Top 250 Private Wealth Management Teams list.
The firm is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor of the SEC.
TREASURY PARTNERS SERVICES
Corporate Investors.
Cash management solutions across the liquidity spectrum, including separately managed accounts, money market portal, and federally insured cash accounts.
Private Investors.
Tailored financial solutions to support your desired lifestyle, including investment management, financial planning, trust and estate planning, philanthropic advisory services, retirement planning, foundation and endowment advisory services, and ESG considerations, among others.
401 (k).
As a retirement plan advisor, Treasury Partners focuses on reducing plan risks and its plan fiduciaries, seeking plan cost reduction and successful retirement outcomes for participants.