Sapphire Blue Investment Partners

EST. AUM
$199,972,345

CONTACTS
2

CLIENT ACCOUNTS
1,025

Firm Details

Metro area Detroit
CRD Number 291609
Website stewardpartners.com
Client types

Overview

Sapphire Blue Investment Partners (SBIP) is a boutique financial advisory firm headquartered in Fenton, Michigan. It provides personalized wealth management services, focusing on simplifying complex financial planning and investment management processes for individuals and businesses. The firm emphasizes creating customized strategies that align with clients' financial goals while addressing aspects such as tax planning, estate management, and long-term care planning. SBIP is led by Fred Hensler, its founder and CEO, who is known for his approachable financial strategies and educational focus. The firm operates with a client-centered approach, offering tailored advice and avoiding generic solutions. Its services extend to affiliated entities like Physicians Wealth Management and Hensler Aviation, demonstrating a diverse portfolio of financial expertise.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sapphire Blue Investment Partners

Platform Details

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