Well versed in the intricacies of wealth

At Sapientia Private Wealth Management, you will find a selective practice with professionals focused on providing comprehensive financial planning and private wealth management for successful families, individuals and business owners.

With wealth often comes financial complexities, and we are highly experienced in offering insightful strategies for addressing them. Intentional, intelligent and compassionate, we are dedicated to delivering professional, personalized guidance and service designed to simplify your life.

Our team has nearly 40 years of collective financial industry experience. As a result, we have seen bull and bear markets and have helped navigate our clients through every kind of market condition and economic environment since 1993.

Over the years, we have built many loyal and long-standing client relationships. That’s why, in some cases, we now even work with clients representing four generations of family wealth.

To help ensure efficient, integrated decision-making, we coordinate with our clients’ other advisors, such as CPAs, estate planning and business attorneys, insurance consultants and bankers. We also work with key individuals in the international headquarters of Raymond James who offer their advice on financial disciplines such as wealth planning, trust services, lending solutions and investment banking