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Client First
Wealth Management
We are a fiduciary-based wealth management office that prides itself on listening first and putting our clients' needs ahead of our fees!
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Trusted Advisors Who Can Offer
COMPREHENSIVE SOLUTION
We are a one stop shop for all your personal and business financial needs including investment management, reitrement planning, insurance, estate planning, and much more!
SARINA Capital is defined by four primary qualities.
We bring more than 20 years of experience in investment management, wealth and estate planning, insurance, and retirement planning.
CLIENT FIRST
DISCIPLINED
DIFFERENT
TRUSTED
About SARINA CAPITAL
Founded in 2003, SARINA Capital is an independent wealth management firm that takes a holistic approach in providing solutions for our clients. We collaborate as a team with you and your trusted network of professionals to ensure that all aspects of your finances are coordinated and working in line with your goals. Our engagement process is designed to help you make informed and confident decisions in the areas of financial planning, estate planning, tax strategies, risk management, and investment management.
Investment Philosophy
Personalization
Concentration
Diversification
Active Management
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