Sapna Dhaliwal Email & Phone Number

Sapna utilizes her 12+ years of experience in Wealth Management, and her skills, primarily in the HNW, VHNW, and UHNW space, to help clients achieve their long- and short-term wealth goals. This includes building and enacting wealth plans for clients; assessing a client’s total wealth & life picture; reviewing clients’ current investments (liquid & illiquid) and making recommendations upon review; analyzing the historical performance of clients’ investments and looking at improvements per plan; helping clients reach goal & wish fulfillment; reviewing clients’ corporate and professional holdings to ensure proper allocation and growth of investments; helping clients incorporate (planning for sole proprietors) and build out their businesses. Sapna’s number one goal is to provide clients with the highest level of service utilizing a Comprehensive Wealth Advisory model. She strives to review and understand every aspect of her clients’ personal and professional lives, in order to plan for/with them and set them up for success. Highly detail orientated and driven to help clients achieve all of their goals, Sapna provides recommendations and advice only in the best interest of the client. Her tailored and personalized approach ensures that clients feel completely taken care of and can approach milestones in their lives with ease, security, and peace of mind. She also works with all strategic partners, internal & external stakeholders, develops corporate strategy & planning, and leads/heads business development & marketing.

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  Wealth Advisor

  Acumen Capital Partners

  Aug 2022 - Present