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!
We bring more than 20 years of experience in investment management, wealth and estate planning, insurance, and retirement planning.
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.
We have adapted the advanced investing methodology of leading endowments and institutions to create a contemporary wealth management model for serving clients. The following are the foundational tenets of our investment philosophy.
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AT SARINA CAPITAL, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.
We would love to share a similar experience and how I
learned some valuable lessons during a downturn.
We’ll be glad to discuss your financial situation, please contact us below to setup a free consultation!