Veterans

veteran soldier business

Land of the Free, Because of the Brave. … Sapiat is a Veteran Owned & Operated company. We are truly thankful for those that served before, during, & after us. Rather than paying lip service to our Veterans, we have decided to put our money where our mouth is. Beginning January 1, 2018, we will extend a discount to every Veteran we serve and their immediate household. This includes Active Duty, Guard, & Reserves. Thank you for your service.

 

As a veteran, you deserve to truly enjoy the lifestyle you served to secure – whether that includes a comfortable home, a family, a successful business, world travel or a worry-free retirement. Yet, in the specialized field of financial management, there are few who understand your sacrifice and unique experience, let alone share your values. Sapiat Asset Management is different – we are a veteran owned and operated independent Registered Investment Advisor that provides the financial leadership you need in a direct, no-nonsense manner. We practice dedication the way you do, working with purpose to help you realize your financial goals and live the life you deserve.

 

Led by a Manchu, you can trust Sapiat to cover your six. We keep vigilant watch over the financial landscape, in a constant state of readiness to address changes in the economy, markets and the financial industry. Your financial security is our only mission. We make sure every detail is squared away to help you achieve your goals.

 

We’ve been where you are now and have used the valuable lessons of our experience to make the transition from soldier to civilian, from military service to business success. And we will ruck-up and help you successfully navigate to your financial goals. Because we are an independent advisor, Sapiat has the freedom to confer with some of the most brilliant financial minds in the world and select only the financial services and products specific to your needs. We are honored to earn your trust at each step of the way. Follow us. We lead the way.

 

FOR INDIVIDUALS & TRUSTS
Comprehensive Financial Planning & Management

  • 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

 

Insurance Management*

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

 

Trust Services*

  • Trustee Services
  • Executor Services
  • Personal Bookkeeper Services

 

FOR BUSINESS OWNERS & ENTREPRENEURS
Financial Planning

  • Cash Management
  • Employee Education
  • ERISA Plan Evaluation & Design
  • Executive Plan Design
  • Key Man Plan Design
  • Succession Planning

 

Fee-Based Asset Management
Business Accounts

  • ERISA Plan Managament
  • SEP IRA
  • SIMPLE IRA
  • 401(k) Plan
  • Pension Plan

 

Insurance Management*

  • Buy-Sell Agreement Funding

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