A complete list of active advisors currently associated with Sapphire Wealth Advisory

Warmer can help you find a great advisor at Sapphire Wealth Advisory or one who fits your needs even better.

Sapphire Wealth Advisory provides investment advisory and financial planning services to individuals and families, serving both retail and high-net-worth clients. The firm’s stated services include non‑discretionary portfolio management, retirement planning, tax‑aware investment coordination, and investment strategy and asset allocation guidance. The firm emphasizes long‑term, diversified portfolio construction using a mix of ETFs, mutual funds, individual equities, fixed income and real‑estate‑related securities, and implements recommendations on a non‑discretionary basis with client approval required for transactions. Financial planning and consulting are offered on either fixed‑fee or hourly terms, and the adviser coordinates planning with tax and real estate considerations when relevant. Distinctive features for a firm of this registration profile include the concurrent offering of both fixed and hourly financial planning alongside portfolio management for individual clients, which is statistically uncommon. The firm discloses related outside business activities in tax preparation and real estate to manage potential conflicts, does not act as an adviser to private funds, and relies on client‑selected independent custodians rather than maintaining custody.

To learn more about the advisors currently working at Sapphire Wealth Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.