Services

SAOS Capital is a truly full-service financial advisory firm. Our services include these and everything in-between and beyond:

Financial Review

We sit down with you to look at every aspect of your financial universe so we can build the most successful strategy for your individual circumstances.

Financial Planning

We work with you to evaluate your opportunities and your risks to make your money work for you.

Asset Protection

We believe in preserving and growing your capital the best ways we can.

Taxes

We help you look at ways to minimize your tax burdens.

Advisory Services

We look beyond the usual practices and obvious solutions for innovative ways to meet your short- and long-term needs and goals.

Portfolio Management

We talk with you to identify your risk tolerance to determine the best asset allocation and investment mix to maximize your opportunities and protect your assets.

Estate Planning

We understand this is a difficult topic, but addressing it helps you understand the most important "what-if" scenarios and how they impact your financial planning.

Insurance

We take a look at what you have and what you potentially may need to determine the best coverages for you to obtain protection for your health, property and money.

Life Transition Consultation

We know from our own experiences what havoc life transitions like marriage, divorce, job loss and a hundred other circumstances can wreak on your financial well-being. We welcome the chance to help you work through these to preserve your assets and provide for your family.

Our difference

We're proud to call ourselves financial advisors, because that's what we've been doing for more than 15 years as a Registered Investment Advisory (RIA) firm. We are relentless in creating the best financial strategy for you, because we're successful only when you're successful. We view our responsibility as taking care of you and your loved ones, not just your money, and we excel at managing the toughest financial challenges you bring us.

Our passion is to get you the results you want with the fewest unexpected consequences possible. We are the anti-robo-advisors. We collaborate with you to anticipate and manage life's myriad transitions.

Our mission

SAOS Capital is a Registered Investment Advisory (RIA) firm offering fee-based services based on assets under management. We use Fidelity Investments as our custodian to ensure our client’s money is with a reputable and stable entity. Fidelity has been in business for 65 years and houses close to $5.4 trillion in assets. All accounts are covered by SIPC insurance for a total of $500,000 per account. In addition, Fidelity offers insurance provided by Lloyds of London to allow a total aggregate excess of SIPC coverage of $1 billion in account protection. Through Fidelity, SAOS Capital has broad access to US and international exchanges, including currency, commodities and bond markets, among other opportunities.

SAOS Capital is a Registered Investment Advisory (RIA) firm offering fiduciary fee-based services based on assets under management.

How we work

The SAOS Capital team is passionate about providing world-class financial advice to any who knock at our door looking for a long-term collaborative relationship to define and pursue their individual financial and personal goals. It is our heartfelt objective to conduct an integrity- and honesty-based business in which we daily demonstrate our value to our clients on a very personal level.