SAPPHIRE FINANCIAL STRATEGIES, L.L.C.

Overview

Sapphire Financial Strategies, L.L.C. is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses and on selecting third-party advisers when appropriate. The firm operates as an individual-owned limited liability company and positions itself as a capital allocator: it constructs client portfolios directly and brings in outside managers for specialized exposures. Sapphire Financial Strategies charges clients a percentage of assets under management and does not identify as an active ESG investor. The firm also lists an affiliation with an insurance company, which informs its product mix and distribution of insurance-based solutions. Advisory activity centers on traditional wealth-management services for individual and family clients, with an emphasis on tailored portfolios rather than mass-market model offerings. Sapphire Financial Strategies’ classification is unclassified in regulatory filings, and it reports that it does not operate as a multi-state adviser or pension consultant.

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Investments & Alternatives

Location & Offices