At Saza Wealth Partners, we’ve designed our firm to offer advice and solutions that are flexible and customizable to fit your needs. You’ll get a high-tech and high-touch experience that delivers a plan crafted for you, at a fee that fits. In partnering with us, you’ll have best-in-class resources at your fingertips as you grow and protect your wealth.
Each client situation is different, so we’ll create a customized roadmap for you and your finances. Your advisor will deliver private client website will provide you real-time, mobile friendly updates of progress towards your goals while evolving as you evolve over time.
A Flexible Model
Our technology-enabled solution gives you options for how you’d like to interact, the depth of our communication, and the frequency of our meetings. Our relationship is entirely structured around your lifestyle, objectives and preferences.
Fees That Make Sense
Our pricing separates your investment portfolio from your financial planning, so you pay for exactly what you need and nothing more. After all, why should the size of your portfolio dictate the cost of your planning needs?
James B. Callahan, CFP®, CFA®
FOUNDER & MANAGING PARTNER
No two clients are alike, which is why I’ve crafted an advisory solution that addresses your finances with the creativity and problem-solving needed to help you succeed. Combining high-tech analytics with a high-touch experience within a fee structure that fits you, we can adjust and adapt our advice to meet your needs and goals.
I’ve been in the investment industry since 1995, and I’ve spent the majority of those years working with high-net-worth investors and small business owners. I’ve also led a small business myself, so I know the challenges executives and small business owners face. My experience brings an insightful perspective to your financial lives.
If my approach sounds like something you’d be interested in, then let’s have a conversation. I’m happy to answer any questions you have and share more about how our services may help you.
- BS (Economics), Santa Clara University
- MBA, University of Michigan’s Ross School of Business
Designations & Affiliations
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Chartered Financial Analyst® (CFA®) charterholder
- Member, CFA Society of Colorado
- Team Leader, Alzheimer’s Association Annual Walk To End Alzheimer’s
Learn if We’re a Good Fit
If you’re looking for a partner you can trust — not a product-focused salesman — then let’s talk.
No frills. No hidden incentives. Just a partnership focused on you.