A complete list of active advisors currently associated with Sapient Private Wealth Management, LLC

Warmer can help you find a great advisor at Sapient Private Wealth Management, LLC or one who fits your needs even better.

Sapient Private Wealth Management provides discretionary investment management, comprehensive wealth management, personalized cash flow services, and ERISA Section 3(38) investment manager services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and retirement/ERISA plans. The firm’s service set also includes cash management, concierge assistance for loan procurement, and coordinated financial planning covering tax, estate, philanthropic and education needs. SPWM’s investment process begins with an assessment of clients’ lifestyle, liquidity needs, risk tolerance and target returns, then develops customized asset‑allocation guidelines and rebalanced portfolios. Portfolios are typically implemented using separately managed accounts, mutual funds, ETFs and individual fixed‑income instruments (including municipal bonds and CDs), and SPWM uses third‑party platforms (Envestnet for trading and Orion for reporting) and monitors held‑away accounts as part of an integrated solution. The firm discloses that it is an indirect, wholly‑owned subsidiary of Focus Financial Partners, a structure that links SPWM to a broader network of advisors and service firms — including pension consultants and firms that advise private funds — a relationship that is less common among multi‑team wealth managers. SPWM’s provision of ERISA 3(38) fiduciary services for pooled 401(k) plans, its use of separate account managers, its custody and trade processing arrangements with Fidelity and third‑party platforms, and its handling of class‑action claim processing through Broadridge are operational features that distinguish it from many peers.

To learn more about the advisors currently working at Sapient Private Wealth Management, LLC, 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.