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

Understanding the Four Key Valuation Methods 

An essential aspect of investment portfolio valuation is understanding the value of the companies where your funds are concentrated. The appraisal of investments, businesses, and properties forms the foundation of any portfolio valuation report. Familiarizing yourself…

Risk Analysis Vs. Risk Assessment – What You Need to Know

Risk assessment and risk analysis are two essential concepts in business management. However, despite their similarities, serve unique functions in organizational strategy. Both risk analysis and risk assessment are crucial for businesses and investors. In addition,…

How to Analyze a Stock Portfolio

With recent market fluctuations, many investors find themselves routinely checking their stocks’ values, worrying that they may have missed an opportunity to buy or sell specific assets. However, while obsessive checking may result in nothing but…

Comparing Types of Financial Planning

Financial planning is a broad term that encompasses everything from annual taxes to investments. However, a comprehensive financial planning process entails different types of strategic plans that align with the varying milestones in your lifetime.  For…