A complete list of active advisors currently associated with Sapphire Wealth Consulting, Inc.

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

Sapphire Wealth Consulting, Inc. serves individual and high‑net‑worth households as well as retirement plans, providing ongoing portfolio management and financial planning services. The firm also offers retirement plan consulting and can serve in ERISA fiduciary roles (3(21) and/or 3(38)) for sponsored plans. Investment advice is documented in an Investment Policy Statement and delivered through a mix of discretionary and non‑discretionary management that combines strategic asset allocation, tactical adjustments, fundamental analysis, and quantitative techniques. The firm works across a broad set of instruments—including mutual funds, equities, fixed income, real estate funds, private equity and private credit, and a range of ETFs (including inverse, leveraged, covered‑call, buffered/target outcome and crypto‑linked ETFs)—and monitors higher‑risk holdings when clients request exposure. Compared with many solo independent advisers, Sapphire places notable emphasis on ongoing pension consulting and serving as a plan fiduciary, a service that is statistically less common among peers. The firm manages client assets in‑house rather than selecting third‑party managers and typically recommends a single custodian, which influences its trading, aggregation, and reporting practices.

To learn more about the advisors currently working at Sapphire Wealth Consulting, Inc., 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.