Sapient Private Wealth Management

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Sapient Private Wealth Management — overview

About

Sapient Private Wealth Management is a US-based wealth management and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it provides include financial planning, portfolio management, investment management, tax & estate planning, philanthropic planning, risk management and retirement planning. The services are offered to individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, state or municipal government entities, limited liability companies and other business types.

Sapient Private Wealth Management - known decision makers (12)

Position	Location	Asset Class
Chief Compliance Officer, Compliance Manager	Eugene, US	GEN
Chief Investment Officer, Investment Committee Chair	Eugene, US	GEN
Client Relationship Manager	Eugene, US	GEN
Client Relationship Manager	Eugene, US	GEN
Co-Founder, Principal, Chief Executive Officer, Chief Compliance Officer, Wealth Manager, Investment Committee, Wealth Planning Committee	Eugene, US	GEN

Showing 5 of 12 known decision makers Sapient Private Wealth Management

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