Sapient Wealth Advisors, LLC

We assist individuals, families and trusts to realize their financial objectives by applying unbiased (and unemotional) solutions geared towards each client's specific goals, objectives and tolerance for risk. We believe in a high-touch client relationship. Together, we work closely to help you articulate and distill objectives, challenges and aspirations, then develop a long- term financial plan that meets those specific needs. We take the time to understand what is important to you, and take steps necessary for you to achieve peace of mind. Working closely with each client we insure the strategies we implement are 100% aligned with each clients needs and expectations. We develop customized, objective solutions to preserve and accumulate wealth, and follow through with a fresh approach to investment management that blends both art and science. Additionally, we feel educating you on our approach and process we will provide a superior level of comfort. Equally important in our mission is continuous client support and contact with regular portfolio reviews. We seek clients who want a durable professional relationship, are prepared to make educated decisions, and are comfortable delegating the follow-through to a trustworthy professional firm. Client engagements typically begin with a minimum of $500,000 in investable assets. Exceptions are made on a case by case basis. Before you become a client of Sapient Wealth Advisors we invest a significant amount of time and energy to become well acquainted. We want to become familiar with your personal, professional, and family ambitions in order to understand their implications for your financial goals. During our initial meeting our goal is to fully understand what is important to you now and in the future. We facilitate a conversation that helps you to identify and articulate immediate needs and concerns, along with your long term goals and objectives. It is a structured conversation that allows us to fully comprehend your circumstances. Only then can we begin to craft an investment strategy that conforms to your needs. This process includes a thorough examination of your current financial circumstances, including but not limited to current assets (both liquid and non-liquid), and all current and future liabilities. We also strive to understand what investing time horizon is relevant to your particular circumstances, liquidity needs, along with a appropriate level of equity market exposure given your personal comfort for balancing risk and return. At our second meeting we gauge the fit between your current investment plan and your values and goals. Then we present the outline of what will become your custom-tailored wealth management strategy. We also take time to introduce you to our investment philosophy, so you appreciate the thinking behind what drives our recommendations. We do all this with no commitment from you. Our goal is to build and maintain long-lasting relationships with our clients. We do this by utilizing sophisticated wealth management strategies, but also by making sure in the beginning there is a good fit between you and Sapient Wealth Advisors. Our Services Sapient Wealth Advisors, LLC a California limited liability company, is a fee only investment advisor for our clients. We do not receive any income in connection with acting as your advisor except for fees we charge for services rendered. We receive no commissions, no third-party payments, and have no financial interest in any services or investment products we employ for our clients. Investment Counseling and Financial Planning We help our clients put together the right investment strategy to meet their objectives. Our services include; * Retirement Planning * Estate Planning * Educational Funding * Concentrated Equity and ISO/NQO's * Investment Policy Statement * Allocation Constraints and Guidelines * Assessment of Existing Investments * Investment Recommendations * Coordination of Implementation * Continuous Monitoring * Coordination with other Professionals

Address: 3038 Webster Street, San Francisco, CA 94123, USA

Phone: +1 415 260 8864
FAX: +1 415 346 3572