Welcome

 


At Sattler Capital Management
, our goal is to assist the financial needs of our clients by working closely with them to help meet their personal and business financial objectives to build a path to financial independence. To that end, we begin with a process, not a product, and complete a full assessment of your current situation in each of the following twelve planning areas:

Investment Planning
Retirement Planning
Charitable and Gift Giving 
Asset Protection
Debt Management 
Business Planning

Tax Planning
Estate Planning
Education Planning
Insurance Planning
Disability & Income Protection
Special Situations

Sattler Capital Management coordinates a unique financial services environment communicating with all of your trusted advisors (CPA, attorney, etc) by offering comprehensive financial services that encompasses a holistic approach. Recognizing that each client is unique, we develop and customize our planning process specifically to each of our client’s needs. Our ultimate goal is to achieve the financial objectives of our clients by providing guidance and knowledge to help them journey down their path to financial independence.

Troy L. Sattler, CPA
Financial Advisor
California Insurance License # 0D53424

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© 2022 Sattler Capital Management, LLC | 9320 Wilshire Blvd, Suite 210, Beverly Hills, CA 90212 | All rights reserved
P: 310-593-0904 | F: 424-238-7277 | tsattler@sattlercapmgmt.com |
Disclosure | Contact Us | Home
Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment adviser. Insurance services offered by Troy Sattler and tax services offered through Sattler & Associates, LLP are independent of Royal Alliance Associates, Inc. Sattler Capital Management, LLC is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

Representative(s) may not be registered to offer securities and advisory services in all states.