We are Michael Dadko, Certified Financial Planner CFP® and CLTC®, and Diane Dadko, CFP®, a husband and wife team based in Stuart, FL, 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.