Financial Advisors
Lehi, UT
Sapphire Wealth Management is an independent financial advisory firm based in Lehi that specializes in comprehensive wealth planning, investment management, and retirement strategy for individuals and families. Their team of experienced advisors works with clients to develop personalized financial plans tailored to long-term goals, offering services including portfolio management, tax-efficient investing, and estate planning guidance. They focus on building lasting relationships with clients through transparent, education-focused advisory.
Ideal for: Individuals and families seeking comprehensive wealth planning, pre-retirees and retirees planning for sustainable income, business owners managing concentrated assets, high-net-worth families wanting coordinated financial strategy
Service area: Lehi, Utah and surrounding communities throughout the Greater Salt Lake Valley
Independent Advisor Model: As an independent firm, Sapphire operates without ties to large institutional pressures, allowing advisors to focus on client interests first and offer objective recommendations across the full spectrum of investment options.
Comprehensive Wealth Planning: Beyond investment management, the team integrates retirement planning, tax strategy, and estate planning guidance into a coordinated approach to help clients achieve their complete financial picture.
Client-Focused Education: Sapphire emphasizes helping clients understand their financial strategy and investment decisions, promoting transparency and informed decision-making throughout the advisory relationship.
Address: 3300 Triumph Blvd, Lehi, UT 84043
Phone: (801) 874-3218
Website: sapphire-wm.com
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