SAPPHIRE WEALTH CONSULTING, INC.

Overview

Sapphire Wealth Consulting, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm combines percentage-of-AUM and fixed-fee billing, and its advisory work includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Sapphire identifies as an active ESG investor, which suggests ESG criteria are integrated into manager selection and fund choices where relevant. On the implementation side the firm favors pooled public funds and managed accounts for core exposures, while supplementing portfolios with third‑party alternative fund managers for client-specific objectives. Sapphire is not structured as a capital allocator, so its alternatives exposure appears directed through external fund partnerships and mutual funds rather than in-house private fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices