Updated October 31, 2023
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Sanchez Wealth Management Group

Investment Advisor Firm
Total assets under management$279M
Years in business24+

About Sanchez Wealth Management Group

Sanchez Wealth Management Group is dedicated to helping individuals and families navigate the complexities of wealth management. Focusing on comprehensive financial planning and personalized strategies, they strive to empower clients to pursue their financial goals and live the life they've always dreamed of.

At the heart of their approach is a commitment to a holistic view of wealth management. They understand that managing wealth goes beyond investment accounts, and they take a comprehensive approach by considering the entire financial landscape to develop strategies tailored to each client's unique circumstances and aspirations, whether in the accumulation or distribution phase.

Sanchez combines its experience and expertise with a personal touch. As a top-ranked firm within their custodial relationship, they have the resources to provide robust services. However, what truly sets them apart is their dedication to building personal relationships with every client. Despite their success, they remain a boutique firm, allowing them to personally know each client and provide services tailored to their individual needs.

Their proactive risk management, focus on fiduciary responsibility, and comprehensive suite of services, including unique strategies for market volatility, make them a trusted partner in helping clients achieve their financial dreams.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Financial Planning
  3. Risk Management
  4. Tax Planning
  5. Estate Planning
  6. Education Planning
  7. Wealth Transfer

More about Sanchez Wealth Management Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1692742

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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