Company Email Format Management

Sapling Wealth Management, LLC

Financial Services Seattle, Washington, United States 2 employees

Employees: 2
Contacts: 1
Emails: 1
Phones: 1

saplingwealth.com LinkedIn

Sapling Wealth Management, LLC Overview

Headquarters: Seattle, Washington, United States
Phone Number: Available in AeroLeads
Website: saplingwealth.com
Industry: Financial Services
Employees: 2
Founded: 2010
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

401k Individual Wealth Management Financial Plans

About Sapling Wealth Management, LLC

I craft financial solutions that work for small businesses and individuals & deliver them with honesty and integrity. Sapling Wealth Management, LLC is an independent, boutique investment firm specializing in 401(k) advisory services. I am an outward facing investment adviser. I serve two primary customers - small business 401ks and individuals with less than $5 million dollars in liquid financial assets. My ideal client values personal investment advice & service. My clients want to live better by making more thoughtful financial decisions. My business is structured to also offer this high level service to smaller accounts looking for wealth building strategies.

Sapling Wealth Management, LLC Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage
Phone contacts: 1; 33.3% coverage

Sapling Wealth Management, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Laura Trimingham	Sapling Wealth Management, Llc		View
Will Hicks	Sapling Wealth Management - Crafting Customized Financial Solutions for Small Business 401(k)s and Individuals	Seattle, Washington, United States	Email Phone
Alaa Rabiee	Abu Qurqase, Minya, Egypt	El Minya, Al Minya, Egypt	View