Sabbia Faro Wealth Management LLC

The firm provides ongoing portfolio management and integrated financial planning primarily for high‑net‑worth individuals, preparing a written Investment Policy Statement for each client and offering services that include cash‑flow planning, retirement distribution strategies, and family‑based planning such as recommending custodial Roth IRAs for minor children. It reports no account minimum and delivers monthly custodian statements and quarterly consultations as part of the ongoing advisory relationship.

The firm customizes each account and follows a long‑term trading orientation, employing charting, fundamental and technical analysis while generally avoiding options and short selling. Portfolio changes are made incrementally to limit transaction costs, and the adviser manages accounts primarily on a discretionary basis while retaining the ability to provide non‑discretionary services when requested.

Noteworthy attributes relative to peers include a small client roster supporting over $50 million in discretionary assets under management, reflecting a high asset‑per‑client profile and a background in family‑office service prior to forming the firm. The firm requires custody at Schwab Institutional, does not aggregate trades for multiple clients, and maintains a documented business succession arrangement with a third‑party adviser to provide continuity if needed.