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

Types of Strategic Financial Plans for Business Success

When growing your business, the financial planning process is a constantly moving target. Surrounding various strategic financial plans based on a business’s current and future success is important. Therefore, creating and evolving a financial wealth management…

Asset Allocation in Retirement Planning – Balancing Growth and Security

Asset allocation planning is essential at any age, but its importance grows as you consider how asset protection planning and strategic asset allocation will impact your retirement years.  Regardless of whether you keep careful track of…

Understanding the Role of Bonds in Your Investment Portfolio

Bonds are an often-overlooked component of a healthy investment portfolio. While they are essential to smart asset allocation, bonds do not grab the same attention as stocks and other investments that may have more fluctuations and…

Financial Goals for 2024 – What You Need to Know 

Financial planning and analysis are essential all year long. However, the beginning of a new year marks an opportunity to dive deeper into the financial planning process. It is an excellent time to take stock of…