Sailfish Wealth Management-Michael Dadko | Stuart, Florida | Financial Advisors

We are Michael Dadko, CERTIFIED FINANCIAL PLANNER™ professional and Diane Dadko, CFP® professional, a wealth management and financial planning team, supported by our assistant, April Pearson.

Sailfish Wealth Management offers a holistic approach to wealth management and investments through the lens of a long-term, consultative relationship. Our unique process starts by building a relationship with you. We learn what matters most to you and systematically address each of your goals and concerns, recommending a personalized financial road map to take you through life.

We recognize that with financial success comes responsibility and complexity. With each client, we create a financial plan that encompasses investment strategy, retirement, estate planning, tax planning, insurance planning and charitable giving.

We will work with you to preserve and build your wealth for today and the future.

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.