Pre & Post Retirees

We strive to foster enduring partnerships with our clients, providing education and counsel along the way.

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Wealth Builders

Our suite of financial and investment services is comprehensive, and we possess extensive access to a diverse range of solutions.

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Women in Transition

As an independent firm, our top priority is to provide impartial and unbiased advice by offering complete objectivity in our services.

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At Sapphire Investment Services, we are committed to revolutionizing the landscape of financial advice. We believe that with intentionality, attentive service, and a team devoted to your success, financial advice can have a life-changing impact. Our goal is to foster an empowering environment where you are motivated to pursue your aspirations, and we're passionate about assisting you in your journey. Through education, support, and genuine connections, our firm provides comprehensive financial planning and proactive investment management services.

Educational Videos


The Very High Cost of Waiting to Save for Retirement


What’s Your Risk Management Plan?


3 Key Elements to Early Retirement Success

Latest Blogs

Tracy Valero |
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.