SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

Overview

Saber And Shield Wealth Management, L.L.C. is an independent registered investment adviser that concentrates on fee-based wealth management for individual and family clients. The firm’s activities, as reported, emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers when needed. Its capital-allocation role and client focus point to a traditional advisory model: constructing equity-focused portfolios, advising on financial goals, and arranging access to third-party managers where appropriate. Portfolio construction appears equity-centric, with a clear preference for exchange-traded instruments. The firm is not an active ESG investor and is not registered as a multi-state adviser. It also lists an insurance company among its industry affiliations, which suggests coordination with insurance products or providers as part of comprehensive planning for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices