Sapling Wealth & Wellness is an independent, fee-only financial planning firm serving Port Moody and the surrounding Tri-Cities area. With a focus on integrated wealth management and financial wellness, Sapling Wealth & Wellness offers a human approach to helping individuals, families, and business owners achieve financial clarity and confidence. Their philosophy centers on simplicity—lower fees, transparent strategies, and straightforward advice—so clients can make decisions that align with their values and long-term goals.

Led by experienced Canadian financial planners, Sapling Wealth & Wellness provides a variety of services tailored to different life stages and financial situations. These include fee-only personal wealth planning, financial wellness coaching, and specialized planning for business owners. The firm is dedicated to helping clients with everything from insurance needs and retirement planning to cash flow management and investment strategies. Unlike commission-based advisors, Sapling operates on a fee-for-service model, ensuring recommendations are unbiased and always in the client’s best interest.

Sapling Wealth & Wellness values meaningful conversations, taking time to understand what matters most to each client. Their process goes beyond numbers, addressing mindset and emotional well-being as key factors in financial decision-making. This thoughtful approach empowers clients to make confident choices and build lasting wealth.

Located in Port Moody, a thriving community known for its natural beauty and entrepreneurial spirit, Sapling Wealth & Wellness is proud to support local residents and businesses. The team is accessible, offering remote consultations across Canada as well as in-person meetings for those in the Lower Mainland. By combining technical expertise with genuine care, Sapling Wealth & Wellness has become a trusted resource for people seeking clarity, balance, and peace of mind in their financial lives.

To get started, clients can book a free introductory call or visit their website at www.saplingwealth.ca, or reach out by phone at 604-917-0361.