SAPPHIRE WEALTH PLANNING LLC

Overview

Sapphire Wealth Planning LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm’s stated client focus is individual and family relationships rather than institutional mandates, and its advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars. Fee arrangements combine percentage-of-assets and fixed-fee engagements, which supports both ongoing investment management and project-based planning work. Investment activity is centered on publicly traded equities and exchange-traded vehicles as the primary allocation. The firm indicates an equities preference and constructs client portfolios with exchange-traded equities as the dominant sleeve. Sapphire Wealth Planning LLC does not position itself as an active ESG investor and appears to keep a relatively compact asset base that allows for direct manager oversight and hands-on client servicing. Educational outreach and workshops are part of the client-touch program, suggesting a focus on client engagement and financial literacy in addition to portfolio implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices