A complete list of active advisors currently associated with Sapient Road Wealth Management, LLC
Warmer can help you find a great advisor at Sapient Road Wealth Management, LLC or one who fits your needs even better.
Sapient Road Wealth Management is a state-registered independent investment adviser that serves individuals (including high-net-worth clients) and pension/profit-sharing plans, offering discretionary portfolio management alongside financial planning and consulting services. The firm provides personalized investment accounts and written financial plans or ad-hoc consultations tailored to each client’s goals and circumstances. The firm’s investment approach emphasizes customized, long-term portfolios invested mainly in passive index mutual funds with low expense ratios, established after assessing a client’s objectives, risk tolerance, and financial situation and documented via an Investment Policy Statement. Though generally long-term focused, Sapient Road may actively rebalance or trade — including selling holdings held less than a year and employing options or margin in concentrated portfolios — to manage risk, harvest tax outcomes, or meet client needs. Noteworthy aspects include a small, single-advisor practice managing roughly $40 million for about 29 clients, a structure the brochure describes as supporting continuous personal contact and individualized allocations. The firm also offers educational seminars or workshops — a relatively uncommon service among peers — and operates on a fee-only basis while using an institutional platform relationship for custody and trading support.
To learn more about the advisors currently working at Sapient Road 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.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 19
|
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