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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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 16, 2024
November Investment Perspectives (Special Election Edition)
Read the latest Investment Perspectives from our Investment Strategy Group for an in-depth look at the election’s economic impact. Explore how the results could shape economic policies, market outlook, and whether recent gains signal a lasting trend.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 02, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
-Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Also before yr-end use IRA distributions for charitable contributions. Call me to discuss these and other ideas.
Office Information