A complete list of active advisors currently associated with Sapling Wealth Management
Warmer can help you find a great advisor at Sapling Wealth Management or one who fits your needs even better.
Sapling Wealth Management provides fee-based investment advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations and pension/profit‑sharing plans. The firm offers both discretionary and non‑discretionary portfolio management and delivers standalone consulting work products and written financial plans tailored to client needs. The firm combines strategic and tactical asset allocation with fundamental, technical and cyclical analysis and may use cash positions, options, and private equity fund investments as part of its implementation. Portfolios are customized to client objectives and risk tolerances and are monitored on an ongoing basis with periodic written reporting. Notably, Sapling documents a formal qualified retirement plan consulting practice that assists plan sponsors with investment policy statements, quarterly cost and investment reviews, and may act in a section 3(21) or 3(38) capacity—services that are relatively uncommon among peers. The brochure also discloses use of third‑party research sources and a referral program under which the firm pays marketing agents cash compensation that must be disclosed to prospective clients.
To learn more about the advisors currently working at Sapling Wealth Management, 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 |
|---|---|---|
Seattle, WA
| 15
|
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