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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.
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
Michael Dadko is proud to support the Martin County Bar Association by sponsoring the 2023 Tom Warner Memorial Gator Tailgate.
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 their 2023 Installation Gala.
Martin County Police Athletic League
Helping our local youth through sportsmanship, friendly competition and fitness.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Stay up-to-date and in-the know about every aspect of your financial picture.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.