Saorsa Wealth Management
Saorsa Wealth Management is a single-advisor independent RIA in Avon, Ohio, offering wealth management, retirement, tax, estate, risk, and business planning services to individuals, families, business owners, and plan sponsors through Commonwealth Financial Network.
- Company typePrivate
- Founded2017
- HeadquartersAvon, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Saorsa Wealth Management does
Saorsa Wealth Management, LLC is an independent registered investment advisory firm headquartered in Avon, Ohio, that delivers comprehensive wealth management services to individuals, families, business owners, and plan sponsors. The firm organizes its offering into six core service modules: Accumulation Planning, Risk Management, Taxation Services, Business Planning, Retirement Planning, and Estate Planning. All securities and advisory services are facilitated through a partnership with Commonwealth Financial Network (Member FINRA/SIPC), which provides broker-dealer execution, investment research, model portfolios via the Preferred Portfolio Services (PPS) Select program, advanced planning support, and retirement consulting services.
The practice is led by a single principal, Jeremy Bok (CPA, CFP®, PFS, CPFA, AIF®), who serves as President and Wealth Advisor with more than 20 years of experience and FINRA Series 7 and 66 registrations. The firm does not operate any proprietary technology platform; client portfolio management and financial planning are delivered through a broad set of third-party advisor tools, including eMoney, MoneyGuidePro, RightCapital, WealthScape, AssetMark, AssetMap, Aspire, Netx Investor, City National Rochdale, Employee Navigator, WealthBuilder, eWealthManager, WealthCom, and Equitable, with client access to Investor360.
Revenue is generated through recurring advisory fees, likely structured as a percentage of assets under management, channeled through the Commonwealth Financial Network platform. The firm operates a single office in Avon, Ohio, services only clients in states where the advisor is properly registered or licensed, and pursues client acquisition through a content-driven marketing program of educational articles, videos, financial calculators, and market commentary. No AI/ML capabilities, no proprietary technology, no disclosed funding, and no M&A or expansion activity are evidenced in the available source material.
Saorsa Wealth Management firmographics
Firmographics- Name
- Saorsa Wealth Management
- Legal name
- Saorsa Wealth Management, LLC
- Website
- https://www.saorsawm.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Saorsa Wealth Management is a single-advisor independent RIA in Avon, Ohio, offering wealth management, retirement, tax, estate, risk, and business planning services to individuals, families, business owners, and plan sponsors through Commonwealth Financial Network.
- Ownership category
- akta.pro rank
Saorsa Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Saorsa Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Avon
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Saorsa Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Wealth Management Advisory Services: The firm provides comprehensive wealth management services including investment management, risk management, estate planning, tax advisory, retirement planning, accumulation planning, and business planning. Revenue is generated through advisory fees, which are facilitated through the Commonwealth Financial Network platform.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Saorsa Wealth Management product offering
Product offeringCore offering
Saorsa Wealth Management is an independent wealth advisory firm that provides comprehensive financial planning and investment management services to individuals, families, business owners, and plan sponsors. Services are organized across six core planning modules — Accumulation, Risk Management, Taxation, Business Planning, Retirement, and Estate Planning — and delivered through a partnership with Commonwealth Financial Network that supplies research, investment management, and back-office support.
Product overview
Saorsa Wealth Management is an independent wealth management advisory firm offering a comprehensive suite of financial planning services organized around six core modules: Accumulation Planning, Risk Management, Taxation Services, Business Planning, Retirement Planning, and Estate Planning. The firm delivers its services through President and Wealth Advisor Jeremy Bok, CPA, CFP®, PFS, CPFA, AIF®, and leverages strategic partnerships with Commonwealth Financial Network for specialized research, advanced planning, and retirement consulting services. The firm also provides digital tools including financial calculators and market update content to support client decision-making.
Differentiator
Problem solved
Functional benefit
Products and services
- Accumulation Planning Investment needs assessment, asset allocation strategy, and securities selection services designed to help clients target asset growth while managing risk tolerance and investment goals.
- Risk Management Strategies to reduce exposure to financial losses associated with risks to assets, business, or health through insurance, asset repositioning, and legal protections.
- Taxation Services Tax planning and management of federal income tax liability through income deferral, shifting, deduction planning, investment tax planning, and year-end strategies.
- Business Planning Coordination of business management throughout its life cycle, including risk management, owner distributions, executive compensation, and succession planning.
- Retirement Planning Accumulation strategy development and distribution planning for retirement, addressing qualified employer-sponsored plans, IRAs, personal savings, and executive deferral plans.
- Estate Planning Master plan for property management during life and distribution at death, addressing wealth transfer, transfer tax liability, asset protection, and charitable giving.
Companies that use Saorsa Wealth Management
Customer profileSegments3 records
Ideal customer profiles3 records
Saorsa Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
Saorsa Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Commonwealth Financial NetworkcoreSecurities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Commonwealth provides investment management and research, advanced planning support, and retirement consulting services to support the firm's comprehensive wealth management approach. The firm leverages Commonwealth's Preferred Portfolio Services (PPS) Select program, model portfolios, and access to the Commonwealth Investment Management and Research team.
Recent moves3 records
Expansion highlights2 records
Saorsa Wealth Management competitors and assessment
Company assessmentEmerging players
- Facet Wealth: Hybrid digital RIA combining CFP-led advice with a tech-enabled planning platform for HNW households. Comparable target market of mass-affluent and HNW families seeking flat-fee fiduciary advice, but with a tech-forward delivery model Saorsa lacks.
Broad incumbents
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent advisors with custody, compliance, and research infrastructure. Represents the alternative affiliation path an independent advisor like Saorsa could pursue.
- Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management to individuals and business owners. Demonstrates the scale ceiling and integrated service model (tax + financial planning + investment management) that Saorsa pursues at a much smaller footprint.
- Edelman Financial Engines: Large independent RIA with deep retirement plan sponsor advisory practice and individual wealth management. Comparable institutional retirement plan services target segment, but with much greater scale and proprietary technology.
- Commonwealth Financial Network: The broker-dealer and RIA platform that Saorsa leverages for custody, research, and compliance. As a large independent B-D, Commonwealth supports thousands of affiliated advisors and represents the broader ecosystem in which Saorsa operates.
- Carson Group: Independent advisor support platform serving independent wealth management firms with coaching, technology, and back-office services. Comparable affiliation model to Saorsa's relationship with Commonwealth, but with more aggressive advisor aggregation strategy.
- Northwestern Mutual: Large integrated financial services firm offering wealth management, insurance, and retirement planning with strong brand recognition. Competes for the same HNW individuals, families, and business owners, with deeper insurance integration and broader geographic reach.
- Empower Personal Dashboard: Large retirement-focused wealth manager (formerly Personal Capital) offering digital-first advisory and 401(k) plan services. Comparable retirement plan advisory segment and competing for the same HNW retail client wallet, with significantly stronger technology.
- Mariner Wealth Advisors: National independent RIA providing holistic financial planning, investment management, and tax services to HNW clients and business owners. Comparable comprehensive-service positioning, but at materially larger scale.
Direct peers
- Schultheis Panetiere Wealth Management Group: Small independent wealth advisory firm offering comprehensive financial planning to individuals, families, and business owners in a similar mid-market regional setting. Closest direct peer in scale, service mix, and target client profile.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Saorsa Wealth Management social profiles
Digital presenceSaorsa Wealth Management compliance and trust
Trust signalCompliance2 records
Saorsa Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Saorsa Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Saorsa Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Saorsa Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Saorsa Wealth Management
What does Saorsa Wealth Management do?
Saorsa Wealth Management is an independent wealth advisory firm that provides comprehensive financial planning and investment management services to individuals, families, business owners, and plan sponsors. Services are organized across six core planning modules — Accumulation, Risk Management, Taxation, Business Planning, Retirement, and Estate Planning — and delivered through a partnership with Commonwealth Financial Network that supplies research, investment management, and back-office support.
Is Saorsa Wealth Management a public or private company?
Saorsa Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Saorsa Wealth Management founded?
Saorsa Wealth Management was founded in 2017. It employs 1 to 10 people.
Where is Saorsa Wealth Management based?
Saorsa Wealth Management is headquartered in Avon, United States, in the North America region.
How does Saorsa Wealth Management make money?
One revenue line is on record: wealth Management Advisory Services.
Who are Saorsa Wealth Management's main competitors?
Facet Wealth is listed as an emerging player. Broad incumbents are LPL Financial, Creative Planning, Edelman Financial Engines, Commonwealth Financial Network, Carson Group, Northwestern Mutual, Empower Personal Dashboard and Mariner Wealth Advisors. Schultheis Panetiere Wealth Management Group is listed as a direct peer.
Does Saorsa Wealth Management have an API?
No public API is recorded for Saorsa Wealth Management.
What industry is Saorsa Wealth Management in?
Saorsa Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.