Sapphire Blue

Investment Partners

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At Sapphire Blue Investments, we provide expert assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
*Neither Sapphire Blue Investments nor Summit Brokerage Services, Inc., nor any of its affiliates offer tax advice. You should consult a qualified tax professional regarding the tax implications of a particular transaction.

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Our Companies

  • Sapphire Blue Investment Partners
  • Physicians Wealth Management
  • Hensler Aviation
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Sapphire Blue Investment Partners, Inc. (“SBIP”) is a registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SBIP has the following affiliated entities: Physicians Wealth Management Services, LTD, and Hensler Aviation. SBIP is organized as a corporation under the laws of the State of Michigan with our principal owners, Fred and Tracy Hensler.

This website is a publication of SBIP. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. There can also be no assurances that a portfolio will match or outperform any particular benchmark.

For a copy of SBIP’s current written disclosure brochure to include but not limited to the new Form CRS and Privacy Notice please click here and/or Investment Adviser Firm Summary. Moreover, for background details concerning your individual investment adviser click this hyperlink Investment Adviser Public Disclosure.

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