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.
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.
Meet the Manager - Large Cap Growth Overview
You are cordially invited to join us for a discussion about exceptional large cap growth portfolios. This exclusive gathering with Jeffery Layn of Legg Mason will provide a unique opportunity to delve into the strategies and insights behind his best performing portfolios.
SPEAKER: JEFFERY LAYN OF LEGG MASON
Director, Client Portfolio Manager
Date:
Tuesday, June 13th at 4:00 PM
Location:
Virtually via Webex - Meeting information to follow via e-mail.
Alternatively, join us In-Person at our Janney Office
JANNEY MONTGOMERY SCOTT LLC
309 SE Osceola Street, Suite 208, Stuart, FL 34994
Contact April Pearson with any questions at apearson@janney.com or 772.219.2013
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.