Welcome to Sacajawea & Company


Sacajawea & Company, LLP, is a first-class federally registered investment advisory firm located in Wellesley, Massachusetts.  We specialize in discretionary portfolio management for a select number of clients.  We also help our clients with estate planning and other financial issues.  Our goal is to provide top quality, personalized economic and financial counsel.

When you want to speak with a partner, give us a call.

About Us

About Sacajawea & Co.

Since 1972, Sacajawea has been helping our clients meet their long-term financial goals.

Our Services

We are discretionary portfolio managers, but we enjoy helping our clients with all their financial questions and concerns.


Will and Bill are well trained economists and true professionals whose goal is to help their clients, not increase their profits.

Contact Us

Questions or Inquiries

Better yet, give us a call or see us in person!

Sacajawea & Company, LLC

148 Linden St., Suite 204, Wellesley, MA 02482

(781) 237-9290 ----- sacajaweaco@msn.com