Comprehensive Wealth Management for the Individual: This service integrates financial advice, advanced planning and relationship management. Our target market are clients with assets ranging from $0.5 -5.0 million dollars.

  • Financial Advice and Investment Management:  Via a thorough review of income, expenses and capital assets, we develop and implement thoughtful financial strategies for clients.  The overriding goal is wealth preservation and accumulation, which we believe is a balance of measured risk taking within the context of lifestyle goals.
  • Advanced Planning Techniques:  Concurrent with the financial management, we analyze areas to take advantage opportunities for wealth enhancement (largely tax mitigation), wealth transfer, wealth protection (insurance) and charitable giving.  
  • Relationship Management:  Our consultative process begins with listening to our clients’ goals and objectives and delivering straightforward, honest advice.  We collaborate with our clients on selecting and working effectively with a network of professional advisors, such as attorneys, accountants and insurance providers.

 

DISCLOSURE

Sapling Wealth Management, LLC is a registered investment adviser in the State of Washington.  The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration.  Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. 

 

How do I get started?

If you have interest in high level financial advice and personal service, but are unsure about how to get started, just give us a call and we can discuss if Sapling Wealth Wealth Management would be a good fit.

Let’s get started


Perspectives