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

Asset Allocation for Foundations and Endowments

Most high net worth individuals are familiar with asset allocation. How you’re going to allocate your assets is one of the most important financial decisions you can make when it comes to your investments. We have…

What Can a Family Financial Planner Do for You?

We’ve discussed financial planning a few times here at Saddock Wealth. And for a good reason – it’s an extremely important process, especially for high net worth individuals. But what about finding the right individual or…

Why Estate Planning is So Important for Your Family

We have discussed legacy planning in the past, and in that discussion touched on the difference between legacy planning and estate planning. However, today we will provide a full overview into what exactly estate planning is….

Selling Your Business in the Future? Start Planning Now

In our latest post we talked about the process of passing your business down to a member, or members, of your family. However, we know this isn’t possible – or even desired – for every business…