High-net-worth and affluent families
Households with substantial capital and a need for private, ongoing counsel.
Fee-only advisor
Wealth management with purpose.
A family, a business, a profession, a retirement, or an institution. The capital is different. The purpose is not. Sabalo Wealth Partners is here to help.
You may be leaving a career, running a company, living on an inheritance, or responsible for a foundation or a retirement plan. The work is the same: keep it secure, let it grow, and put it to the use it was meant for.
We sit with people and institutions in all of those places. Our role is straightforward: protect what has been built, grow it thoughtfully, and keep it pointed at the life or the mission it serves.
Markets don’t stay calm forever. Volatility is the fee you pay for long-term returns — and the source of the best buying opportunities. At Sabalo, we don’t try to eliminate it. We use it. When others are scared, we stay disciplined, keep your plan intact, and look for chances to put capital to work at better prices.
Fee-only advisorFee-only means we never take a commission — or any pay — tied to a product we recommend.
Who we sit with
Clients we work with.
Business owners and entrepreneurs
Owners whose personal wealth and the company have to be planned together.
Specialized professionals
Physicians, attorneys, and other professionals with complex compensation and taxes.
Retirees and pre-retirees
Clients arranging capital for a chosen retirement date and the years after it.
Nonprofits and institutional accounts
Endowments, foundations, and other pools of capital invested for a stated purpose.
Sabalo Wealth Partners’ mission
To generate, compound, and preserve wealth so our clients are free to pursue what matters most.
- GGenerate
- CCompound
- PPreserve
Compounding investment earnings is what can make even small investments become large investments given enough time.
Services
Planning, investments, tax, estate, giving, and retirement.
The aim is simple: a comfortable lifestyle you can count on, with the money still working. We manage risk first. Fee-only compensation means we never accept commissions or any pay tied to a product we recommend.
Financial planning
What you have, what you need to live on, and how it should work together over a lifetime.
Investment management
Portfolios built for income, growth, and sleep-at-night risk. We do not publish model portfolios here; we build them for you.
Tax strategies
We look at the tax cost of a decision before you make it, in partnership with your CPA — not instead of one.
Estate planning
We help you organize what you have, who it is for, and how it should move — in partnership with your attorney, not instead of one.
Charitable giving
Gifts arranged so they fit the estate and the tax picture, alongside the advisors you already trust.
Retirement plan services
IRAs, pensions, and employer plans, set so the income fits the rest of your life.
Standard
We work for you. Your interests come first.
We will always act in our clients’ best interests.
We are paid by you, and only by you. We do not earn anything on the products we recommend, take a payment from another firm, or trade against your account. The fee is straightforward. We do better when you do better.
The firm
Brandon Fries
Brandon founded Sabalo Wealth Partners to give people a calm place to land — whether they already have much to protect, or they have been entrusted with proceeds after a loss or a life-changing claim.
Sabalo is Spanish for tarpon — the silver king. Patient and built for long water. They migrate up and down the coasts and navigate the chop.
Before Sabalo, Brandon spent more than twenty-six years at Wasatch Global Investors in Salt Lake City. Most of that time he was vice president of sales, developing relationships with hundreds of advisory firms and with wirehouses, RIAs, broker-dealers, and retirement platforms. He played a key role in the firm’s business development as Wasatch grew from $2 billion to $40 billion by 2021. CFP® since 2011. He speaks fluent Spanish.
Sabalo Wealth Partners, LLC
Founder, Brandon Fries
Contact
A first conversation, no pitch.
Tell us a little about where you are. If we are a fit, we will say so. If we are not, we will say that too.