Executive

At Sapphire Wealth Management, LLC, we provide executives with customized wealth management strategies designed to meet their financial needs and personal objectives.

Our ongoing, objective planning process is intended to offer each of our corporate executive clients a detailed understanding of their personal financial situation, optimize the value of their benefit plans and compensation packages, and deliver a fully coordinated, comprehensive financial plan, all with a limited time commitment on the part of each executive.

Our ultimate goal is to ensure our clients are able to be confident knowing they are on the path to achieving their financial goals through the implementation of strategies designed to preserve then grow our executive clients’ wealth.

Our solutions and services are customized for executives with complex financial circumstances and unique needs, and include:

• Retirement & Cash Flow Planning
  
• Compensation & Benefits Analysis
  
• Stock Option Planning & Single Stock Diversification
  
• Investment Planning & Asset Allocation
  
• Tax Harvesting
  
• Risk Analysis & Insurance Planning
  
• Education Funding Analysis
  
• Wealth Transfer Planning
  
• Charitable Planning