Sapphire Wealth Management Sapphire Wealth Management
Built to help grow, preserve, and protect the assets of some of the world's most successful people and organizations
Who We Serve:
- Families
- Entrepreneurs
- Executives
- Athletes
- Corporations
- Foundations
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Investment Management
Invest using our time tested approach for managing downside risk and building customized portfolio strategies
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Wealth Transfer Strategies
Long term strategies to plan for the future, support your family and build your legacy
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Pre-Transaction Planning
Working alongside your CPA and attorney, we can help you determine critical steps designed to aid you, your family and your business for a successful exit
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Cash Flow Optimization
Create cash flow to attain your goals, regardless of market cycles
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Business Succession Planning
Discover the benefits of our holistic approach that integrates succession planning into your overall wealth strategy and goals
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Concentrated Stock Planning
Whether you earned stock as part of your compensation, inherited stock or simply purchased stock that has rocketed in value over time, we are here to plan with you around tax efficient, diversification strategies
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Why Sapphire
"Whoever is careless with the truth in small matters cannot be trusted with important matters."
At Sapphire Wealth Management we pay attention to detail. We strive for consistency and excellence in all we do. Our goal is to earn and keep your trust through our daily actions, both in public and in private.
Let's Get StartedContact Us
Email us:
Email us at [email protected]
Call us:
call us at 801-874-3218
Address:
3300 Triumph BLVD, Suite 340Lehi, UT, 84043
