About

We are Sapient Capital, a holistic private wealth management firm dedicated to providing full-service wealth advisory solutions.

Our experience ties together sophisticated investment management, consolidated financial reporting, advanced wealth planning, and comprehensive family office services.

As an independent advisory firm, we serve families, individuals, endowments & foundations

with a uniquely tailored service offering. As your fiduciary, we will always place your best interests ahead of ours.

Sapient was founded to deliver an exceptional client experience by centralizing and integrating services, ensuring cohesiveness across all aspects of your financial life.

Each client works with a dedicated team of professionals, committed to fostering a relationship focused on the client's specific goals and needs.

Our team will partner with you to:

Set goals

Align your finances to your goals & objectives through proper planning

Plan

Develop investment strategies, craft allocation plans, and construct portfolios

Integrate

Utilize technology to integrate all elements of your financial life and provide a comprehensive overview of your assets

Optimize Results

Optimize after-tax results through legacy planning, liquidity planning, and budgeting & cash flow management

Manage Liability

Manage liabilities through integrated banking & lending services as well as risk management & insurance services

Sapient Capital has offices in Indianapolis, Los Angeles, Miami, and New York, enabling us to serve clients across the country.

B+

ASSETS UNDER ADVISEMENT

We invite you to contact us today to explore how we can help you better prepare for your financial future.

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