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

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…

The Ins and Outs of Business and Family Succession Planning

Family businesses make up a huge portion of businesses in the United States. According to a 2016 survey, family businesses account for 50% of U.S. GDP, and 35% of Fortune 500 companies are family businesses. What’s…

Which Alternative Investments Are Right for You?

If there ever were a time to consider alternative investments as a contrast to the ups and downs of the stock market, that time is now. Investing in alternative assets can be very appealing for those…