Saddock Wealth provides independent and un-conflicted financial advice for our clients. Our only business is advising your family as a family office. Because we do not sell investments, we are free to focus exclusively on your needs. We work entirely for the benefit of our client families, providing a critical view of investments, assisting in managing finances, and overseeing financial relationships.

As your home office, we assemble and coordinate the best service providers for your family’s unique situation. We work exclusively for your family and do not take commissions or referral fees from third parties. Because we are bound by fiduciary duty, you can be assured that Saddock Wealth is always working in your family’s best interest.

MEET THE TEAM

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David Saddock, CPA

PRESIDENT

David founded Saddock & Company in 1980 and has been continually practicing as a CPA for over 35 years. He brings a wealth of knowledge and experience in tax planning for individuals and businesses, estate planning, wealth and investment advisory, asset protection, business consulting, and succession planning. In his spare time, David enjoys spending time with his wife, children, and grandchildren, as well as spending time outdoors.

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Stephen Saddock, MBA

MANAGING DIRECTOR

Stephen joined the firm in 2014. He focuses on profitability enhancement services and business operations consulting. He brings over 10 years of real-world CFO and COO experience. Stephen is a graduate of the University of Texas at Austin with a B.A. in Economics and Business. He has also received his MBA from Southern Methodist University and graduated with highest honors. Stephen is an avid golfer and enjoys spending time with family and friends

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Patrick Stuart

SENIOR INVESTMENT ANALYST

Patrick joined our firm in 2019. His focus is on investment due diligence, strategic asset allocation, portfolio management and financial planning. His previous experience includes comprehensive investment manager and fund structure research. He also brings to our team experience as an investment analyst utilizing financial technology platforms to perform portfolio management services for institutional investors. Patrick received a Bachelor of Science degree in Economics from the University of North Texas and is currently a CFA Exam Level III candidate. He enjoys reading books and periodicals, traveling and spending time with family and friends.

Schedule Your Consultation

We’re motivated by service-driven solutions and want to help you and your family preserve and grow your wealth. You’ve worked too hard to leave your assets to chance, exposed to market risk or commission-hungry brokers. We offer investment advice, insight, and all services associated with wealth management and planning so you can keep more of what you’ve built.