In the history of the world, there has never been anyone quite like you. Everything you have experienced in your life has culminated in this moment. Your needs and the needs of your family and your business are unique only to you. So, at Sapiat, the first thing we do is listen. We want to know your dreams and plans, and your hopes for what’s next in your life. Do you want to increase your wealth? Safeguard it? Share it? Do you want to create a lasting legacy? What are your goals? College for your children? A retirement free of worry? Working closely with you, we will develop a financial plan for the unique individual that you are – a plan that will take you from where you are now to where you would like to be down the road.
Sapiat Asset Management is an independent asset management firm, with the accent on “independent.” As such, we are not pressured by a big parent company to direct you to their specific services or products. We are not employed by a Wall Street firm. We are totally transparent and have the freedom to choose the financial products and services that are best for you from the array of products the industry has to offer. We can obtain tools and research from anywhere in the world from independent research firms who give us truly independent opinions. We are specialists, serving only individuals and families, the trusts that benefit them, and the businesses owned by them. This is how we do business because it allows us to find pathways and solutions that are the best fit for you, and it allows us, as financial advisors, to be the very best that we can be.
In addition, we are committed to career-long training and personal growth. Laws, products, market fluctuations and world events are constantly affecting the way we do business. We owe it to ourselves and our clients to keep our fingers on the pulse of the changing financial markets.
At Sapiat, our client-focused personal service sets us apart. We consider it an honor and a privilege to serve you. In addition, we value the relationships we have with our associates, our business contacts, suppliers and the communities we serve.
We hope you will take a closer look at Sapiat Asset Management.
Your best interest is our guiding principle and the foundation of every recommendation we make.
President, Sapiat Asset Management
Steve is Co-Founder, Co-Owner, and CEO of Sapiat Financial Group, acting as President and Lead Advisor at Sapiat Asset Management.
COO, Sapiat Asset Management
Donna is Co-Founder, Co-Owner, and COO of Sapiat Financial Group, also acting as COO at Sapiat Asset Management.