Welcome to Saber & Shield
Wealth Management
A fiduciary approach to
meeting your financial goals
Saber & Shield Wealth Management, LLC is a boutique RIA* firm that focuses on helping everyday Americans and their families prepare for retirement. We are intentionally small, giving a much more personalized approach and feel than larger firms, that our clients desire.
As a fiduciary, we are required to do what is best for our clients.
* “A registered investment advisor (RIA) is a person or firm who advises high-net-worth individuals on investments and manages their portfolios. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests” (Investopedia). Saber and Shield advises high-net worth individuals as well as middle-class, everyday Americans.
RIAs are required to be registered with and are audited by state securities administrators or the Securities and Exchange Commission (SEC) and are required to give 100% transparency in all costs and fees.