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Disclosures

The attached two PDFs are the agreements required.  When completing the forms, please contact us at  Lori@mysapphirewm.com to review, complete sections, initial, sign date, and return. Upon receipt, we will follow up with a payment authorization form to pay by check, credit card, or ach, then your sign-on.  Thank you!

Sowell Management’s Financial Planning Agreement

Addendum 

Sapphire Wealth Management is an investment advisor. Advisory services offered through Sowell Management, a Registered Investment Advisor.

 

This website has been designed for information purposes only and should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Such offers can only be made where lawful under applicable law. Sapphire Wealth Management and Sowell Management does not intend to provide investment advice through this site and does not represent the securities or services discussed are suitable for any individual investor.

 

This program in its entirety is for illustration, informational, planning purposes only and is likely and subject to change anytime without notice. Within the site, we offer books for reference along with direct links to outside sources for further educational sources, but do not guarantee its accuracy, completeness, or timeliness, and we do not endorse or recommend any product or service described within. We do not guarantee admission, scholarships, or grants, and you accept and understand results will vary, and understand you should consult your tax advisor before implementing any tax strategies. This material is for the sole use of the recipient and may not be replicated in any form.  Clients are not advised to rely on any information contained in the site in the process of making a fully informed investment decision. Sapphire Wealth Management and Sowell Management does not, and this site does not intend to render tax or legal advice.

 

At certain places on our website, we may offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Sapphire Wealth Management and Sowell Management. Sapphire Wealth Management and Sowell Management does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Sapphire Wealth Management and Sowell Management does not necessarily endorse or recommend any commercial product or service described at these websites.

We invite you to get in touch

Email: Lori@mysapphirewm.com

Phone: 678-451-1699

Fax:  630-592-8788

Nationwide service​

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​© 2025 Sapphire Wealth Management.

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This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet.  Advisory services offered through Sowell Management, a Registered Investment Advisor.  Additional information about Sowell Management (CRD# 127145/SEC# 801-63991), Leslie Ferrone (CRD# 1720330), Mitchell Swan (CRD# 3188192), Lori Hall (CRD# 3026052), and Hayden Guthrie (CRD# 7971430) is available on the SEC’s website (https://adviserinfo.sec.gov/) or FINRA’s BrokerCheck® (https://brokercheck.finra.org/).

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“Disclosures” <https://www.sowellmanagement.com/compliance-documents/>

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