aaron b. safier , awma® , lutcf , mba
Founder & CEO at Sapphire Wealth Advisory Group
founder & ceo sapphire wealth advisory group
aaron safier founder chief executive officer sapphire wealth advisory group , new york based firm provides full suite financial service high-net-worth individual , family , business owner . take financial temperature u : http : bit.ly/swag-temp-lib 2297721ph_nov20 sapphire wealth advisory group unaffiliated hornor , townsend & kent , llc ( htk ) . recommendation posted page endorsed , may represent view htk affiliate . material intended recommendation , offer solicitation . always consult tax , legal , financial professional regarding personal circumstance . security & advisory service offered htk . member finra member finra www.finra.org / sipc www.sipc.org . 600 dresher road , horsham pa 19044 215-956-8000 .
Sapphire Wealth Advisory Group
https://www.linkedin.com/company/sapphire-wealth-advisory-group
Sapphire Wealth Advisory Group (“SWAG”) stands for a flawless level of service and commitment provided to clients. Similar to that of an actual Sapphire, which is a precious jewel, we view our clients and their financial objectives with utmost importance. In the ancient world Sapphire blue signified good fortune and was believed to protect people. Similarly our goal is to work closely with clients to establish a financial foundation whereby working together in protecting and building their wealth for themselves and future generations. 

The value we provide is the individualized customized unbiased professional opinion in helping
clients meet their financial planning objectives. We pride ourselves on complete transparency,
and solutions to complex matters. Nonetheless, our services go beyond the financial planning
relationship. 

Our process involves creativity. We want to make sure that our recommendations have been reviewed next to other possibilities to make sure it is the most suitable for our clients’ needs. When we sit down with clients for the first time, we want to first get to know them personally – what their interests are, family dynamics, what kind of life do they want to live. We want our clients to feel comfortable working with us and know that while we are professionals, we carry a large element of compassion in the work we do. 

Sapphire Wealth Advisory Group is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Road, Horsham PA 19044 and 215-956-8000.  www.htk.com
Greater New York City Area
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Founder & CEO
Barnum Financial Group
https://www.linkedin.com/company/barnum-financial-group
Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.
With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances.  Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.
Elmsford, NY
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Financial Planner, Special Care Planner
Morgan Stanley Smith Barney
https://www.linkedin.com/company/morgan-stanley
In my role as a Registered Associate I worked closely with financial advisors in managing the portfolios of their high net-worth clients. I also researched securities for financial advisors to discuss with their clients. I collaborated with money managers in creating investment proposals for clients and prospects and established new trading accounts.
In addition, I monitored cash and security positions that are transacted daily and managed all administrative functions for maintaining client accounts in accordance with compliance and audit standards. I reviewed wills and trust documentation for the purpose of setting up or liquidating accounts and setup clients with syndicate deals and secondary offerings.
Greater New York City Area
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Registered Associate
M&T Bank
https://www.linkedin.com/company/m&t-bank
In my role as Branch Sales Associate, I met with customers to review their personal finances and suggest alternatives to satisfy their investment goals. I also analyzed and reconciled the branch’s internal cash vault and supervised a team of up to five tellers, who were responsible for client service and cash management within the branch. 
I was also responsible for opening new accounts exceeding $3 million since beginning of employment and collaborated with business bankers to determine the type of loans to be issued to commercial clients.
Greater New York City Area
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Branch Sales Associate
Master of Business Administration (M.B.A.)
Awarded in Fall 2010
Finance
Iona College, Hagan School of Business
Bachelor's degree
Minor in Entrepreneurship
Finance
Yeshiva University, Sy Syms School of Business
https://www.linkedin.com/in/isaachagler
New York City Metropolitan Area
Isaac Hagler
Operational Risk, Operations, Internal Audit and Project Management leader
https://www.linkedin.com/in/matthew-rahmani-cfa-489a015
New York, NY
Matthew Rahmani, CFA
Executive Director at Perella Weinberg Partners
https://www.linkedin.com/in/adam-christ-190a08119
Hollywood, FL
Adam Christ
Messiah at NASA - National Aeronautics and Space Administration
https://www.linkedin.com/in/aaron-safier-604148a
Fair Lawn, NJ
Aaron Safier
REGISTERED ASSOCIATE at SMITH BARNEY
https://www.linkedin.com/in/an-he-2836b090
Washington, DC
An He
Data Insights @ Stripe
https://www.linkedin.com/in/alicia-kelly
New York City Metropolitan Area
Alicia Kelly
Director of Corporate Development, Camden Capital
https://www.linkedin.com/in/stevenson-noel-394a241b3
New York City Metropolitan Area
Stevenson Noel
Founder & CEO at The Trap Crate LLC
https://uk.linkedin.com/in/warren-mcallister-077986104
Newtownabbey
Warren McAllister
Data Engineer at Citi
https://www.linkedin.com/in/daniel-cohen-9660531b7
New York City Metropolitan Area
Daniel Cohen
Entrepreneur
https://www.linkedin.com/in/george-judas-230005173
New York City Metropolitan Area
George Judas
Investment Sales Associate at Rosewood Realty Group
https://www.linkedin.com/in/jocelyndwright
Jenkintown, PA
Jocelyn Wright, MBA, CFP®, RICP®
Experienced Financial Professional | Diversity Advocate
https://www.linkedin.com/in/toddschneiderceo
Southlake, TX
Todd Schneider
CEO & Founder at Schneider Wealth Management
https://www.linkedin.com/in/james-miller-mba-47959228
Phoenix, AZ
James Miller, MBA
Founder & CEO - Biltmore Wealth Advisors, LLC
https://www.linkedin.com/in/reubenlewisiv
Atlanta Metropolitan Area
Reuben Lewis IV
President at National Financial Group
https://www.linkedin.com/in/mhaskett
Charleston, South Carolina Metropolitan Area
Michael Haskett
Founder/CEO  at Cornerstone Wealth Advisory Group
https://www.linkedin.com/in/bradleywealth
Scottsdale, AZ
Michael Bradley
Founder & CEO, Bradley Wealth, Registered Investment Advisor
https://www.linkedin.com/in/bobcarter1
Austin, TX
Bob Carter
Founder & CEO at Lion Street
What is Wall Street?
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Certified Financial Planner Board of Standards, Inc. (CFP Board)
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Estate Planning
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Estate Planner Legal Network
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Elder Law | Elder Care & Estate Planning Group
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