A complete list of active advisors currently associated with Sapphire Wealth Planning LLC

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

Sapphire Wealth Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high‑net‑worth individuals, and business entities, managing roughly $9.1 million for about 86 clients. Services include a written financial plan, ongoing monitoring, and individualized Investment Policy Statements to guide portfolio implementation. The firm pursues a long‑term investment orientation informed by a mix of analytical methods — including modern portfolio theory, quantitative and technical/charting analysis, and cyclical inputs — and typically implements strategies with mutual funds, ETFs (including non‑U.S. and precious‑metals exposures) and fixed income. Portfolios are managed in‑house on a discretionary basis and reviewed regularly, with annual plan updates and follow‑up communications throughout the year. A notable feature of the firm is the provision of day‑long educational seminars to clients at no charge, a service that is uncommon among peers in this category. Sapphire also manages client assets directly rather than selecting third‑party sub‑advisers and requires clients to use specified custodial platforms, which affects how it executes and reports its strategies.

To learn more about the advisors currently working at Sapphire Wealth Planning 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.