Saza Wealth Partners Launches Firm Designed to Serve Small Business Owners & High Net Worth Executives
Registered Investment Advisor (RIA) Deploys Technology-Heavy Solution and Flexible Fees to Cater To The Unique Needs of This Market Segment
DENVER, CO 12/31/2020 – Saza Wealth Partners (Saza) announces the launch, effective today, of its wealth management firm built to serve small business owners and high net worth executives throughout their careers. This market segment includes individuals in need of comprehensive financial planning but with a large part of their net worth in illiquid assets, characteristics often deemed unattractive by many wealth advisors.
“Small business owners have been hit by the global pandemic, and the overtime they’ve clocked to protect their employees’ incomes and ensure the viability of their businesses has left their personal finances further underserved,” stated Saza Founder & Managing Partner, James B. Callahan.
With industry-leading software and flexible fees, Saza will deliver an experience that uniquely fits its individual client preferences and needs. The client experience includes a private dedicated website & mobile app for each client with automated data gathering, robust scenario analysis, and customized reporting of performance to plan. Further, a fee structure that separates portfolio-based fees from fixed planning fees improves upon existing industry standards and better aligns price paid with value received.
“For over 10 years, fintech has enabled advisors to offer more customized advice to their clients, and we’ve coupled this capability with a customized fee structure. The result is a modular approach that scales up or down with the client, ensuring they receive the advice they need at the price representing that value. The days of portfolio-based pricing for standardized planning are numbered.”
Callahan is a 25-year veteran of the investment and wealth management industry. Prior to founding Saza, he was a Senior Wealth Advisor & Director of Investments for a $700 million wealth management firm in Lone Tree, Colorado. Previous experience includes serving as Managing Partner & Chief Investment Officer of a $500 million wealth management firm in Denver, Colorado. Callahan holds a Bachelor’s degree in Economics from Santa Clara University and an MBA from the University of Michigan’s Ross School of Business. He is a Certified Financial Analyst (CFA®) charter holder and a Certified Financial Planner (CFP®) professional.