Advocate. Steadfast. Objective.

Providing integral financial solutions through creative approaches.

Saddock Helps You Build a Portfolio
You Can Be Proud Of

Automate & Simplify The Whole Process

01.

Identify Needs

02.

Client Discovery

03.

Financial Evaluation

04.

Ongoing Review

Let’s Meet

Schedule a meeting and we can go over what assets you have and what you’re looking for. We want to understand the big picture.

Develop a Strategy

Once we know your goals, we’ll develop a completely customized plan and guide you along the way.

Build and Preserve Your Wealth

Grow your wealth and enjoy long-term support; you can rely on us as we help you fight your battles and celebrate your wins!

Mission & History

Saddock Wealth is a client-focused wealth management firm well versed on alternative investments. We learn our clients’ needs and what they want for long term growth. We know how to deliver this growth, which is why many clients have stayed with us for decades. Read more about our story and our mission.

Saddock Wealth is a client-focused wealth management firm well versed on alternative investments. We learn our clients’ needs and what they want for long term growth. We put our client relationships first which is why many clients have stayed with us for decades. Read more about our story and our mission.

Wealth Management Services

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Financial Planning

We'll handle your daily finances by managing budgets, records, tax.

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Investment Review

We'll study the ins and outs of your portfolio and.

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Allocations

We're specialists in alternative investments, and we'll use our expertise.

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Asset Management

We'll help you stay current, monitor your assets, and respond.

Looking for other services? Click here for more.

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Tax Services

Our Advisory division can help manage, prepare, and provide tax services.

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Accounting Services

The Advisory Team handles everything on your P&L Statement.

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CFO Services

If your company runs lean or needs a remote CFO, we can help.

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Estate Planning

You can protect what you've spent your life building, and we can help.

Need Saddock Support?

Saddock Wealth is here for you.

News & Events

Valuation: An Essential Part of Your Wealth Management Toolkit

Understanding the value of companies – and the valuation methods that underscore this assessment – is an essential aspect of financial planning and wealth management. While varying valuation methods will help you determine a company’s worth,…

Private vs. Public Investments: Key Considerations for Your Portfolio

Smart and successful wealth management is a moving target. Thus, a cornerstone of any investment management plan is a routine investment portfolio valuation and analysis. This process helps identify any opportunities or red flags that may impact…

Smart Investment Choices and Essential Money-Saving Tips

For months national financial headlines have been dotted with incidents of market instability, and investors are understandably concerned that these fluctuations may impact their own assets.  Inflation, outsized reaction to unanticipated developments, and other economic factors have…

The Essential Metrics for Stock Portfolio Analysis

Do you ever wonder how to get a clear picture of your stock portfolio’s performance? Conducting a portfolio stock analysis is not an easy venture. A stock portfolio analysis report often relies on varying metrics and…