Saber & Shield Wealth Management is a boutique registered investment adviser serving individuals and families, including middle-class Americans and high-net-worth clients. The firm focuses on helping people prepare for retirement and work toward their financial goals through a personalized approach. Its intentionally small size is intended to offer clients a more attentive, personal experience than they may find at larger firms.

As a fiduciary, Saber & Shield is obligated to act in its clients’ best interests. The firm describes its advisory services as transparent about costs and fees, and notes that registered investment advisers are subject to registration and oversight by state securities administrators or the Securities and Exchange Commission, depending on their registration.

Saber & Shield provides wealth management and investment advisory services through Saber and Shield Wealth Management, LLC. It also offers insurance services through Saber and Shield Wealth Management and Insurance Services, LLC, a Texas-licensed insurance agency. The firm’s office in Garden Ridge, Texas, serves clients by appointment.