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Our Team
At Sailfish Wealth Management, our purpose is to serve your wealth management needs, which include investment strategy, wealth enhancement, wealth transfer, wealth protection, and charitable giving.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Holistic Financial Planning & Consultative Process
Our unique financial planning and consultative process includes you every step of the way, creating a vision with the focus on you and a plan for every stage of your life. No matter where you are in life—or where the people who matter the most to you are in their lives—we provide a broad range of financial planning services that can address your current and future needs and goals.
Certified Financial Planner™ (CFP®)
CERTIFIED FINANCIAL PLANNER™ professional certification is the standard of excellence in financial planning.
Certification for Long-Term Care (CLTC®)
CLTC® Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting with regard to extended care.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
MCBA Tom Warner Gator Tailgate
We look forward to supporting the Martin County Bar Association for another year through the Tom Warner Memorial Gator Tailgate.
Martin County Bar Association
Friend of the Bar Membership 2025
A Groovy Ghoula
The Treasure Coast Wildlife Center celebrates their 50th Anniversary this year!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
The Compass Update
Join us for a complimentary forum where local professionals discuss maintaining and managing wealth in the current environment and moving forward.
Topics to include:
US Markets and geopolitics
Tax Guidance for year-end tax planning
Artificial Intelligence landscape
Host:
MICHAEL DADKO, CFP®️ CLTC®️ CDFA®️
Executive Vice President / Wealth Management
Guest Speakers:
Nicholas Ferraro, CPA
Certified Public Accountant
of Ferraro and Ferraro CPAs
Douglas Mustapick
Vice President of Sales
of Freedom Code Compliance
Cocktails and light appetizers will be served.
Location:
Willoughby Golf Club
3001 Southeast Doubleton Drive, Stuart, FL 34997
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 26, 2024
Certified Divorce Financial Analyst (CDFA®️)
I am pleased to announce that I recently completed a specialized educational program in professional divorce analysis and am now a Certified Divorce Financial Analyst®️ (CDFA®️).
It is important to me as a wealth manager to continue educating myself in order to provide clients with up-to-date information and meet their needs with knowledge and wisdom. As a result of earning this designation, I am now trained to provide financial information and assistance to people going through a divorce. This means being able to evaluate the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments.
Office Information