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

How Proactive Risk Management Strengthens Your Financial Future

Your investments, business, and overall wealth are constantly exposed to shifting internal and external forces. Market fluctuations, industry disruptions, and regulatory changes are just a few predictable challenges that can impact your bottom line. Meanwhile, unforeseen…

Investment or Wealth Management? Deciding the Best Path for Your Money

Investment and wealth management are terms commonly used in the financial realm, but what exactly do they mean?  Depending on your financial situation, stage of life, and long-term goals, your strategic financial planning will likely focus…

6 Key Stock Portfolio Strategies for 2025

Every new year presents an opportunity to make stock portfolio adjustments that will provide measurable financial rewards, and 2025 is no exception.   At Saddock Wealth, we specialize in helping clients navigate changing economic landscapes with…

Mergers and Acquisitions: ESG’s Growing Influence in 2025

In recent years, environmental, social, and governance (ESG) factors have become crucial in the mergers and acquisitions (M&A) arena. A 2021 study from Private Equity International’s LP Perspectives showed that 88% of investors considered ESG factors…