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.
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 had a great time at the Martin County Bar Association 2022 Gator Gate.
Into the Woods
What an amazing location for this event.. And the food was fantastic. Thanks for the great night supporting the Treasure Coast Wildlife Center!
SMCCC Annual Installation Gala
The Stuart/Martin County Chamber of Commerce is a vital contributor to the strength of our community and we are proud to support them through the 2022 Installation Gala.
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.
Just Passed: Medicare Seminar
On September 16th we welcomed Roberta Eckert from Nationwide to discuss some details about Medicare, what it is, if we need it, and how we can enroll.
ESG Investing
On August 3rd we welcomed Tanvi Pradhan from BlackRock to learn more about environmental, sustainable, and governance investing.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 01, 2022
Make Long-Term Care a Part of Your Financial Plan
https://www.janney.com/wealth-management/education/detail/education/2022/10/21/make-long-term-care-a-part-of-your-financial-plan
October 24, 2022
Annual Installation Gala 2022
Had fun celebrating with other business leaders of the Stuart/Martin County Chamber of Commerce at their annual gala. Congratulations to Kelly Johnson for a fantastic year as our chairperson for the Board of Directors. And welcome to our new chairperson, Lisa Satur.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Alternatives to Holding Cash in a Rising Rate Environment
Swings in the financial markets, coupled with rising interest rates and high inflation, may make investing decisions feel challenging, especially if you currently have large cash holdings. Let’s explore some solutions available for cash or cash reinvestment needs, particularly in a rising interest rate environment.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Which Programs Should You Consider To Cover Health Care Costs?
It is said that it’s harder to get through retirement than it is to get to retirement.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.