At Sapphire Wealth Management, we offer customized investment management and ongoing goals-based retirement advice and planning to investors with $500k+ in investable assets. Someone retiring today could easily spend 20 years or more in retirement and we specifically focus on planning for that. As your partner on your financial journey, we help to simplify your financial life and help you strive to achieve your retirement goals.

 

Wealth Phases

We believe that managing wealth can be broken down into three distinct phases. Those phases are Creation, Growth and Distribution. As you move through the different phases, things will naturally become more complex in your financial life. We are here to help simplify those complexities for you.

 

Core Values

Honesty • Loyalty •
Empathy • Integrity

As your planning partner, we are guided by our Core Values. We start our relationship with you by learning what is most important to you. Our disciplined planning process is ongoing and allows us to gain a complete view of your financial situation and unique planning needs.


Planning Process

Discover

Gather financial information and determine goals

Analyze

Analyze current options and alternatives

Develop

Develop and review plan

Implement

Put the plan in action

Monitor

Monitor and adjust plan 

Planning Process diagram

 

Schedule a Consultation