Sapling Wealth Management is a differentiated financial advisory firm because of:
High Level of Personal Service: At Sapling Wealth Management, we embrace a client centered philosophy that is demonstrated in the firm’s attention to details, timely & coherent communication and investment performance. We earn our pedigree through delivering unparalleled service on a daily basis.
Access: At most of our competitors, the client is far removed from the analytical decision making. With direct access to Will Hicks, clients quickly find out what and, importantly, why actions are taken due to changes in investment criteria or market fundamentals. There is no delegation to junior staff members.
Capital Markets Savvy and Original Research: As a former top ranked research analyst, Will quickly parses investments that are appropriate from a return and risk profile for each client. Investment decisions will rely on differentiated original fundamental research and a thorough understanding of an investment’s risk and reward profile. Sapling Wealth Management has the know-how and experience to undertake this level of analysis and effectively communicate it to clients.
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.