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
Founder & CEO
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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Barnum Financial Group
https://www.linkedin.com/company/barnum-financial-group
Financial Planner, Special Care Planner
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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Morgan Stanley Smith Barney
https://www.linkedin.com/company/morgan-stanley
Registered Associate
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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M&T Bank
https://www.linkedin.com/company/m&t-bank
Branch Sales Associate
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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Finance
Master of Business Administration (M.B.A.)
Iona College, Hagan School of Business
Awarded in Fall 2010
Finance
Bachelor's degree
Yeshiva University, Sy Syms School of Business
Minor in Entrepreneurship
https://www.linkedin.com/in/isaachagler
Isaac Hagler
Operational Risk, Operations, Internal Audit and Project Management leader
New York City Metropolitan Area
https://www.linkedin.com/in/matthew-rahmani-cfa-489a015
Matthew Rahmani, CFA
Executive Director at Perella Weinberg Partners
New York, NY
https://www.linkedin.com/in/adam-christ-190a08119
Adam Christ
Messiah at NASA - National Aeronautics and Space Administration
Hollywood, FL
https://www.linkedin.com/in/aaron-safier-604148a
Aaron Safier
REGISTERED ASSOCIATE at SMITH BARNEY
Fair Lawn, NJ
https://www.linkedin.com/in/an-he-2836b090
An He
Data Insights @ Stripe
Washington, DC
https://www.linkedin.com/in/alicia-kelly
Alicia Kelly
Director of Corporate Development, Camden Capital
New York City Metropolitan Area
https://www.linkedin.com/in/stevenson-noel-394a241b3
Stevenson Noel
Founder & CEO at The Trap Crate LLC
New York City Metropolitan Area
https://uk.linkedin.com/in/warren-mcallister-077986104
Warren McAllister
Data Engineer at Citi
Newtownabbey
https://www.linkedin.com/in/daniel-cohen-9660531b7
Daniel Cohen
Entrepreneur
New York City Metropolitan Area
https://www.linkedin.com/in/george-judas-230005173
George Judas
Investment Sales Associate at Rosewood Realty Group
New York City Metropolitan Area
https://www.linkedin.com/in/jocelyndwright
Jocelyn Wright, MBA, CFP®, RICP®
Experienced Financial Professional | Diversity Advocate
Jenkintown, PA
https://www.linkedin.com/in/toddschneiderceo
Todd Schneider
CEO & Founder at Schneider Wealth Management
Southlake, TX
https://www.linkedin.com/in/james-miller-mba-47959228
James Miller, MBA
Founder & CEO - Biltmore Wealth Advisors, LLC
Phoenix, AZ
https://www.linkedin.com/in/reubenlewisiv
Reuben Lewis IV
President at National Financial Group
Atlanta Metropolitan Area
https://www.linkedin.com/in/mhaskett
Michael Haskett
Founder/CEO  at Cornerstone Wealth Advisory Group
Charleston, South Carolina Metropolitan Area
https://www.linkedin.com/in/bradleywealth
Michael Bradley
Founder & CEO, Bradley Wealth, Registered Investment Advisor
Scottsdale, AZ
https://www.linkedin.com/in/bobcarter1
Bob Carter
Founder & CEO at Lion Street
Austin, TX
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What is Wall Street?
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Certified Financial Planner Board of Standards, Inc. (CFP Board)
https://www.linkedin.com/groups/3020476
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Estate Planning
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Estate Planner Legal Network
https://www.linkedin.com/groups/106805
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Elder Law | Elder Care & Estate Planning Group
https://www.linkedin.com/groups/1969587