Pre & Post Retirees

We strive to foster enduring partnerships with our clients, providing education and counsel along the way.

Learn More

Wealth Builders

Our suite of financial and investment services is comprehensive, and we possess extensive access to a diverse range of solutions.

Learn More

Women in Transition

As an independent firm, our top priority is to provide impartial and unbiased advice by offering complete objectivity in our services.

Learn More

Start the Conversation

WE'RE REVOLUTIONIZING THE WAY FINANCIAL ADVICE IS PROVIDED

At Sapphire Investment Services, we are committed to revolutionizing the landscape of financial advice. We believe that with intentionality, attentive service, and a team devoted to your success, financial advice can have a life-changing impact. Our goal is to foster an empowering environment where you are motivated to pursue your aspirations, and we're passionate about assisting you in your journey. Through education, support, and genuine connections, our firm provides comprehensive financial planning and proactive investment management services.

Educational Videos

 

The Very High Cost of Waiting to Save for Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements to Early Retirement Success

Latest Blogs

How to Dive into Business Succession Planning: 10 Key Questions

Tracy Valero |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

How to Stay Invested in Volatile Markets Without Losing Sleep

Tracy Valero |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Tracy Valero |
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up. 1 They also can be shaped by when you grew up. That’s because each generation can have a distinct perspective and different experiences shaping their approach to money and financial choices. With that, every generation can bring its own strengths...