You deserve the best in financial management. Saturna’s services are designed to be convenient, coordinated, and of the highest quality, so you can trust that your wealth is in capable hands. Our goal is to give you peace of mind today and confidence in the years to come.
Simplified Wealth Management Process
Simplified Wealth Management Process
We simplify finances. Our experts create tailored strategies, managing complexities so you focus on what matters.
Tailored Solutions
Tailored Solutions
We tailor our approach to your unique financial needs. From wealth growth to legacy planning, we're committed to preserving and enhancing your assets to achieve your goals.
Personalized & Responsive Support
Personalized & Responsive Support
We manage your finances carefully and offer personalized support. Our responsive team makes financial management easy and confident, assisting you every step of the way.
Services for Employers
Visit our Employer Services page to see how we can help you support your employees’ retirement and health savings goals.
401(k) Plans
Reduce your 401(k) administrative burden with the help of our industry experts.
Cash Balance Plans
Accelerate retirement savings for your business owners and key employees with our Cash Balance Plans.
SEP-IRAs
Offer flexible retirement savings for your small business or self-employed team with our SEP-IRAs.
SIMPLE-IRAs
Simplify retirement planning for your small business with our straightforward SIMPLE-IRAs.
Employer Health Savings Accounts
Empower your employees to save for healthcare expenses with our easy-to-manage Health Savings Accounts.
Services for Individuals
Explore our services to see which is right for you, and how you can get started.
Trust
The Saturna Trust Company offers an impressive variety of flexible, low-cost administration and trust services designed to help you manage your legacy according to your wishes.
Investment Advisory
Preserve your wealth and build your legacy with our personalized, goals-based financial planning and investment management solutions.
Brokerage
Our brokerage services give you flexibility and support, allowing you to manage your investments with confidence and ease.