Individuals, Families, & Trusts

We don’t want to be all things to all people, but we do want to be the very best at what we do. We specialize in only serving Individuals & Families, the Businesses they own, and the Trusts that benefit them. Our niche focus is Generation X (b. 1967 – 1982) & Millennials (b. 1983 – 1998). Because we are a family focused organization, it is very common for us to work with 3-4 generations of the same family and have customers of all ages.

 

Over the years we have learned that while people may say they want money, what they really want is a lifestyle they have imagined for themselves and their loved ones. They want a comfortable home, a family, a successful business, college for their kids, a worry-free retirement, or world travel.

 

We use our experience and expertise to help you realize those goals today and for generations to come. Your goals are our goals.

 

The following is a small sampling of the many services Sapiat can provide:

 

Financial Planning

  • Cash Management
  • Charitable Giving
  • Debt Management
  • Education Planning
  • Estate Planning
  • Financial Statements
  • Insurance Analysis & Planning
  • Investment Planning
  • Investment Policy Statement
  • Monte Carlo Simulation
  • Retirement Income Management
  • Retirement Planning
  • Stock Options
  • Sudden Wealth (Inheritance, Insurance Settlement, Legal Settlement, Lottery Winnings)

 

Asset Management

  • Personal Accounts
    • 529
    • Conservator
    • Guardian
    • Individual
    • Joint (Tenants In The Entirety, With Right of Survivorship, Tenants In Common)
    • Roth IRA
    • Traditional IRA
    • UTMA
  • Trust Accounts

 

Insurance Management*

  • Disability Insurance
  • Life Insurance
  • Long-Term Care Insurance

 

Trust Services*

  • Trustee Services
  • Executor Services
  • Personal Bookkeeper Services

*Sapiat Asset Management is not a licensed insurance agency and its employees are not licensed insurance agents. Sapiat Asset Management can advise on & design an insurance plan, advise on & design specific policies, and undertake ongoing policy oversight. You may be referred to a licensed insurance agent for underwriting & policy issuance. Neither Sapiat Asset Management nor its employees accept appointments as trustee, executor, or other similar roles. Such services may be referred to properly licensed third parties. Sapiat Asset Management can advise on & design an estate plan, including trusts, and assume an unappointed, informal role as trust protector.