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Our Primary Purpose

Sleeping Giant Financial Services have been helping high-net-worth clients navigate their financial health since 2001. We are a financial firm, independently powered by LPL Financial, that can coordinate with the other professionals in your life, such as CPA’s and Attorneys to help you reduce stress and worries. You will receive value from our services and we are constantly adapting to changes in our client's lives as well as the financial environment.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

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