Services
Create your investment plan today

SAOS Capital is a truly full-service financial advisory firm. Our services include these and everything in between and beyond:

  • Financial Review

    We sit down with you to look at every aspect of your financial universe so we can build the most successful strategy for your individual circumstances.

  • Financial Planning

    We work with you to evaluate your opportunities and your risks to make your money work for you.

  • Asset Protection

    We believe in preserving and growing your capital the best ways we can.

  • Taxes

    We help you look at ways to minimize your tax burdens.

  • Advisory Services

    We look beyond the usual practices and obvious solutions for innovative ways to meet your short- and long-term needs and goals.

  • Portfolio Management

    We talk with you to identify your risk tolerance to determine the best asset allocation and investment mix to maximize your opportunities and protect your assets.

  • Estate Planning

    We understand this is a difficult topic, but addressing it helps you understand the most important "what-if" scenarios and how they impact your financial planning.

  • Insurance

    We take a look at what you have and what you potentially may need to determine the best coverages for you to obtain protection for your health, property and money.

  • Life Transition Consultation

    We know from our own experiences what havoc life transitions like marriage, divorce, job loss and a hundred other circumstances can wreak on your financial well-being. We welcome the chance to help you work through these to preserve your assets and provide for your family.

Have a question? Please visit our FAQ section.
Advisory services offered through Saos Capital, LLC
Securities offered through Kovack Securities, Inc. Member FINRA, SIPC.
Kovack Securities Corporate Headquarters: 800-711-4078 kovacksecurities.com
Saos Capital, LLC and Kovack Securities, Inc. are not affiliated.
Registered to offer securities in the following states: CA, CO, FL, GA, MI, NJ, NC, SC, VA
Registered to offer advisory services in the following states: AL, AR, AZ, CA, FL, GA, LA, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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Black Diamond

Black Diamond

Saos Capital Performance Reporting Software
Fidelity NetBenefits

Fidelity NetBenefits

401(K)
ePlan Services

ePlan Services

401(K)