Clients are attracted to Sapling Wealth Management:
Personal Touch: The principal of the firm – Will Hicks – is an accessible sounding board on a wide range of financial and personal issues. Having left Wall Street to focus on other goals, Will understands the importance balancing the multitude of choices regarding work, lifestyle, education, family and retirement.
Business Model: The Registered Investment Advisor (RIA) business model puts clients first. Advisors are legally held to a fiduciary standard – the highest standard of care for investment professionals.
Multifaceted: The firm has the breadth of experience and expert network to serve clients ranging from high earners to start-up entrepreneurs.
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.
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.