I named my firm “Sapling Wealth” because my clients value thoughtful investment strategies that will grow and appreciate over time. This enables them to focus on living life to the fullest.

Individual services & personal wealth management

Everyone has a different style and set of preferences on managing their financial well-being. Some are do-it-yourselfers, but still need a road map. Others want to completely outsource the management of their financial assets to someone they trust.

I guide my clients to prioritize thinking about what they can do with their money (return-on-life) and let me worry about investment performance (return-on-investment). As such, I offer a number of ways to tap into cost-effective financial advice based on your specific needs.

What We Offer

Financial Planning

Designed for clients looking for a comprehensive, one-time financial plan that takes a deep dive into the complexities of tricky financial issues such as personal spending, healthcare, aging parents, education, and retirement savings. After all the key documents are collected this service consists of approximately 3-4 meetings (in-person and online) and an additional 15-25 hours of analysis on my end. The objective is to provide a reference document to plan for the future.

Depending on the complexity of the client’s finances,
this service is priced between

$1,500 – $4,500 per plan.

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Ongoing Financial Advice
& Money Management

Sapling Wealth Management has a straightforward pricing for its individual clients looking for an ongoing relationship that includes comprehensive & advanced wealth management services.

Individual Advisory Service Fees:
The client pays the adviser a meeting fee and Assets-Under-Management Fee for its services.  The meeting fee is billed on a per hour basis, by meeting.  The AUM fee on investment assets up to $7 million is 0.90%, and 0.85% thereafter.

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DISCLOSURE

All content provided on this website is created and published for general informational and educational purposes only. Sapling Wealth Management, LLC is not providing any financial, investment, legal, accounting, or tax, or other advice or recommendations specific to your situation. Any information or opinions should not be used to make decisions and we strongly recommend all information and ideas should be discussed in detail with a qualified professional prior to implementation. All investments involve the risk of loss. Past performance is no guarantee of future results.

Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Also, note that such material is not updated regularly and some of the information may not be current. Content on this web site may include links to articles and information on third-party sites we find interesting. This should not be construed as an endorsement by Sapling Wealth Management, LLC or anyone associated with Sapling Wealth Management LLC. Sapling Wealth Management, LLC has no control over third-party sites. Your use of third-party sites is governed by the terms of use and privacy and security policies applicable to such sites. Sapling Wealth Management, LLC reserves the right to change how the content is managed and views reflected in the commentary section are subject to change at any time without notice.

Sapling Wealth Management, LLC is a registered investment adviser in the State of Washington. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Currently Sapling Wealth Management. LLC handles most of its out-of-state clients via an exemption process. For more information, please read our ADV – Brochure. You can check the firm’s background by visiting adviserinfo.sec.gov.