To be
financially successful,
it takes
financially successful,
it takes
That's Where
We Can Help
We Can Help
We are
Cedar Gap Wealth Management. Focused on Your Success.
We provide goals-based financial planning, investment management, and sound objective advice.
As an independent private wealth manager, Cedar Gap Wealth Management concentrates on helping our clients simplify their financial lives by building smart plans and portfolios that address their lifestyle needs and their long-term goals.
Holistic Support.
We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.
These two firms are part of the holding company Sanctuary Wealth, and together these entities create the regulatory platform behind Cedar Gap Wealth Management.
Independence
As independent business owners, we are committed to earning our clients’ trust every day.
We do that with integrity, reliability and accountability. It is our fiduciary responsibility to put our clients’ interests first, and it is our reputation to do just that. To every relationship, we bring our own Attitude, Aptitude and Ability for success.
With strong ties to our local community, we treat clients as family and genuinely care about their success.
Attitude
Our priority is making sure your priorities are heard and understood. We’ll help you build a smart plan to achieve them.
Aptitude
Working with partners like Charles Schwab, Sanctuary Wealth, and Goldman Sachs, we’re able to handle all of your financial and investment needs.
Ability
