Sapphire Wealth Consulting, Inc. is a fee-only registered investment adviser (RIA) firm located in Jacksonville Beach, Florida.
At Sapphire Wealth Consulting, Inc., we act as a fiduciary, meaning we are legally bound to do what’s best for our clients. We always place YOUR interest ahead of our own. As a fee-only firm we do not receive any commission for recommending a product, like some of our competitors do. We do not receive any benefit or hidden fees from any person, company or organization in exchange for a referral or a product recommendation. Our interest is solely to guide you and help you achieve your current and long term goals.
We are not your typical 8am-5pm shop. We work with your schedule and are flexible to meet on evenings and weekends. The first meeting is on us! Contact us today for a personal consultation.
We provide our clients guidance and attention to detail to insure a financial peace of mind. During our first meeting we will talk with you to learn about you and your family, and your goals and concerns. After we review your current financial situation with you, we develop a road-map that works for you and your loved ones. This plan becomes the baseline to help you achieve your current and long-term goals and objectives. We will help you implement the recommendation, monitor the process and recommend changes when necessary. We have the ability to work with you on all aspects of Financial Planning.