Sapient Private Wealth Management, LLC

About Sapient Private Wealth Management, LLC

<p>Built around the Morgan Stanley platform, Sapient Private Wealth Management, LLC advises clients from Eugene in Oregon’s southern Willamette Valley and across the broader Pacific Northwest. The firm is a registered investment advisor (RIA) and reported $1.4B in assets under management (2026).</p> <p>Sapient’s work includes wealth management and retirement planning, along with business planning and succession, portfolio management, and cash management. The team also helps clients think through estate planning strategies and how those choices fit with investment and tax considerations.</p> <p>A key differentiator is how the firm pairs its day-to-day advisory relationship with access to Morgan Stanley resources for planning and implementation, while keeping the focus on each client’s goals and risk tolerance. For clients with charitable and legacy priorities, Sapient supports trust planning, philanthropy, and “investing with purpose.”</p> <ul> <li>Retirement planning and ongoing wealth management</li> <li>Professional portfolio management and cash management</li> <li>Business planning, succession planning, and estate planning strategies</li> <li>Trust planning and philanthropy planning</li> <li>Donor Advised Funds, Private Foundations, and Charitable Remainder Trusts</li> </ul>

Website: https://advisor.morganstanley.com/the-sapient-wealth-management-group