Experienced and independent advisors working primarily with accredited engineers, executives, and entrepreneurs

We operate a comprehensive retirement planning and wealth management practice that focuses on helping clients grow and preserve their wealth. Our process involves taking a big-picture view of the client's entire financial condition, including all assets and liabilities. We look at what our client's goals are and create an investment plan to help ensure that they are on track to achieve them.

Next, we evaluate the client's overall investment portfolio. We use their current financial situation, along with their financial goals, to create a systematic approach towards pursuing life's most important milestones. This is then implemented and monitored for Advisory clients.

Value Statement

We strive to provide our clients with exceptional service through a disciplined process in order to develop a wealth management plan suitable to our clients' needs.  Our investment process is shaped by the following characteristics:
  • Help clients invest with strategies that seek retirement income
  • Focus on capital preservation while seeking modest growth and more consistent returns
  • Utilize an asset allocation process designed to help to reduce risk and provide custom-tailored wealth management services for each client
  • Provide advice in the areas of concentrated stock positions and company stock options
  • Utilize the Envision® planning process to help ensure that our clients are “on track” to meet their retirement funding goals                    

Approach to Wealth Management

Our wealth management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized strategies. Our process includes:
  • Understanding Your Financial Objectives – We begin by listening to understand you and your financial objectives and risk tolerance.
  • Gathering Your Current Financial Information - Together, we gather specific information on your financial picture and your future income needs.
  • Implement Time-Honored Strategies - Next, we analyze your financial and personal information to match your objectives with appropriate strategies.
  • Implementing Thoughtful and Creative Strategies – We develop customized strategies tailored to your objectives, drawing from a wide selection of quality products and services.
  • Provide Timely Service – We review your situation to help ensure your financial objectives are being addressed. We also provide client educational events throughout the year to review current conditions in the markets as well as the economy.
  • Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.


Sarver Vrooman Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, FL, GA, IA, IL, KS, MI, MN, MO, NJ, NY, OR, SC, TX, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.



Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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