Sapphire Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sapphire Wealth provides portfolio management and financial planning services to individual and high‑net‑worth clients, delivering written Investment Policy Statements and offering discretionary portfolio management. The firm’s brochure indicates it is newly formed and currently reports no assets under management or client accounts.
The firm’s approach blends fundamental analysis, modern portfolio theory and technical analysis, and it uses both long‑ and short‑term trading as well as options strategies while documenting client goals and risk tolerances in written plans. Sapphire Wealth advises across a broad set of instruments — including mutual funds, ETFs, REITs, private placements and insurance products — and discloses the elevated risks associated with options and certain private investments.
Noteworthy deviations from typical peers include that the firm’s principal is licensed to sell insurance products and may receive commissions for those sales, a conflict the firm documents and discloses, and that it offers financial planning on an hourly basis in addition to asset‑based advisory fees — the hourly fee option is uncommon for firms in this category. The brochure also states clients are required to use Schwab Institutional as custodian, the firm does not aggregate trades across client accounts, and it operates with a single management person.
Client services
Expertise
Fee options
Fixed fees for financial planning between $500 and $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $7,000,000: 0.60% $7,000,001+: 0.50%
$100 to $300 per hour
Main office
Chesterland OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Sapphire Legacy Wealth Strategies, Inc. · Sapphire Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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