Sapphire Wealth Planning

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

8101 College Blvd Ste 100, Overland Park...

Phone Number

(913) 735-0797

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sapphire Wealth Planning

Sapphire Wealth Planning is a fee-only comprehensive financial planning and registered investment advisory firm based in Kansas City. The firm specializes in empowering women, families, and individuals to achieve financial independence through tailored financial plans that encompass various aspects of their financial lives. Their services include college planning, divorce planning, and holistic financial planning, ensuring that clients receive personalized advice without a minimum asset requirement. Sapphire Wealth Planning is committed to acting in the best interest of their clients, adhering to the highest fiduciary standards.Explore more
Sapphire Wealth Planning's Social MediaPopular SearchesSapphire Wealth Planning LLCSapphire Wealth PlanningSapphire Investment Company LLCSapphire LLPMelissa Ellis CFP, CDFA, MSSIC Code 62,628NAICS Code 52,523Show more

Sapphire Wealth Planning Org Chart

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Melissa Ellis, Founder at Sapphire Wealth Planning
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sapphire Wealth Planning

<$5M
1-10
Private
-
2016
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Sapphire Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sapphire Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sapphire Wealth Planning.

Sapphire Wealth Planning Tech Stack

A closer look at the technologies used by Sapphire Wealth Planning

Sapphire Wealth Planning News & Media

  • Sapphire Wealth Planning Unveils Initiative to Help Divorced Gen X Women Achieve Financial Freedom

    Overland Park, Kansas--(Newsfile Corp. - March 31, 2023) - Sapphire Wealth Planning, a leading financial planning firm, unveiled an initiative to help divorced Gen X women to achieve financial freedom. Carrying both Certified Divorce Financial Analystâ„¢ and Certified Financial Plannerâ„¢, the firm specializes in providing long-term tax planning and guidance on determining an equitable division of marital property."Divorce can be a stressful and overwhelming time, but it doesn't have to be when it..
Read more news

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Frequently Asked Questions Regarding Sapphire Wealth Planning

What is Sapphire Wealth Planning's official website?
Sapphire Wealth Planning's official website is www.sapphirewealthplanning.com
What is Sapphire Wealth Planning's Revenue?
Sapphire Wealth Planning's revenue is <$5 Million
What is Sapphire Wealth Planning's SIC code?
Sapphire Wealth Planning's SIC: 62,628
What is Sapphire Wealth Planning's NAICS code?
Sapphire Wealth Planning's NAICS: 52,523
How many employees does Sapphire Wealth Planning have?
Sapphire Wealth Planning has 1-10 employees
What industry does Sapphire Wealth Planning belong to?
Sapphire Wealth Planning is in the industry of: Finance, Securities Trading
What is Sapphire Wealth Planning competition?
Sapphire Wealth Planning top competitors include: Cascade Wealth Advisors, Ratcliff Financial Services, Radnor Financial Advisors, Bayntree Wealth Advisors
What technology does Sapphire Wealth Planning use?
Some of the popular technologies that Sapphire Wealth Planning uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Sapphire Wealth Planning?
Sapphire Wealth Planning contact info: Phone number: (913) 735-0797 Website: www.sapphirewealthplanning.com
What does Sapphire Wealth Planning do?

Sapphire Wealth Planning is a fee-only comprehensive financial planning and registered investment advisory firm based in Kansas City. The firm specializes in empowering women, families, and individuals to achieve financial independence through tailored financial plans that encompass various aspects of their financial lives. Their services include c... ollege planning, divorce planning, and holistic financial planning, ensuring that clients receive personalized advice without a minimum asset requirement. Sapphire Wealth Planning is committed to acting in the best interest of their clients, adhering to the highest fiduciary standards.Read More

What are Sapphire Wealth Planning social media links?
Sapphire Wealth Planning Linkedin page Sapphire Wealth Planning Twitter page Sapphire Wealth Planning Facebook page
Is Sapphire Wealth Planning a public company?
Sapphire Wealth Planning is private company therefore does not currently have an official ticker symbol
See more information about Sapphire Wealth Planning

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