Results-Driven Advice
You’ll likely get the best results by hiring a financial advisor who is familiar with the types of challenges you face. That can be very different from one generation to the next.
At Sapiat, we’re passionate about helping individuals and families achieve a work-optional lifestyle, with a special focus on Generation X. Why that focus? Our team is Gen X too. We understand the concerns of our generation and don’t believe these needs are being met by most advisors out there.
We also believe that anyone can become wealthy and financially independent in the United States. Yet we look around and see many people with great jobs and strong incomes struggle to achieve the net worth necessary for true financial freedom.
If you’re struggling with these common concerns, we can help:
- Dealing with pressures of helping both kids and aging parents.
- Wondering how to save more when there are so many bills coming in.
- Not sure how to balance saving with living your life.
- Managing competing demands (debt, college, and retirement funding).
- Wondering when you can retire.
With your busy life, you don’t have time to do it all yourself, and you’re smart enough to know that advice can help you avoid mistakes.
Our goal is to help put you on the road to financial independence while making your dreams a reality.
Who We Don’t Work With
No one wants to be the small fish in a big pond. That’s why at Sapiat, we don’t work with pension funds, institutions, or corporations. We only help individuals and families, as well as their businesses and trusts.
This helps you ensure you get the attention you need to make real changes in your life.
We also only want to work with people who are serious about achieving their goals. We invest in the relationship along with you, and want to make sure it’s a successful one.
Finally, we don’t work with active traders and other trend-chasers who are primarily trying to make money quickly. Basically, we’re here to help real people achieve their real goals over the long-run.
What If I’m Not Gen X?
Don’t worry, we work with other generations too! But we work best with those who are facing those same challenges. If you want to leave financial stress behind and achieve true financial freedom, we can help.
Do You Have An Account Minimum?
No. As long as you’re serious about your money and achieving your goals, we’re open to working with you. A mutual fit is the most important thing for us.
Customer Stories
These customer stories can help you see how we’ve helped other people.
Case Study #1: Getting On the Right Financial Track
Case Study #2: Simplifying A Complicated Financial Life
