Creating and maintaining a financial plan that works for you in the long-term is our primary focus. That means we work diligently to manage the potentially detrimental effects economic volatility may have on your assets.


Sapiat Asset Management offers personalized service along with the education, elite professional credentials, experience, objectivity, discipline, refined processes and established service schedule that allow us to compete with even the largest asset management firms.


When you team up with us, we will manage your portfolio with an eye toward continuous monitoring, while always being mindful of risk.


There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

Layer 4

Retirement and education planning, personal risk management, estate planning, cash management, and other specialized tools and resources.

Layer 3

Retirement & Education Planning, Risk Management, Estate & Succession Planning, and other Specialized Tools & Resources.

Layer 2

Hands-on financial planning, portfolio management support, business succession strategies, comprehensive reporting and more through partnerships with attorneys, bankers and CPAs.


Real Life.

Real People.

We build relationships. That is the foundation of our company – and the reason we are so skilled at helping clients achieve their long-term financial goals. As an independent company, we are 100% focused on you and 100% committed to working with you to create a forward-thinking plan for a sustainable future. Knowing you have a working life plan gives you the confidence to focus on actually “living” your life.