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Private Wealth Management Services

Welcome to Sands Financial Services. As a recognized wealth management firm, we are focused on providing clients with customized investment plans* and comprehensive wealth management services.

Protecting and growing your wealth starts with a clear vision and advice for today and tomorrow. I am a dedicated advisor and wealth manager that can provide extensive financial experience, comprehensive planning, investment guidance, and personal service that includes tax planning.

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

We believe in making the complex, simpler—from investment management* to financial planning* and pricing, our goal is to be straightforward and help with your unique needs.

It starts with a conversation. Call us at 954-609-2963


Wealth & Retirement Planning

Wealth & Retirement Planning

Whether you’re starting a family or planning to retire, looking to fund your children’s or grandchildren’s education or the purchase of a vacation home, seeking to address health care needs or transfer the family business to the next generation, you need a wealth plan. I work with my clients to create this roadmap to their future, adapting to changing circumstances over time, helping clients achieve—and protect—their goals.

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Investment Management*

Investment Management*

I help clients define an investment strategy tailored to their goals, then help them make informed investment choices from among our expansive investment platform across every market and asset class, including alternative investments.

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Insurance & Protection Planning

Insurance & Protection Planning

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.


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Estate Optimization

Estate Optimization

Estate planning can help preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations and your charitable pursuits. I leverage specialists in trusts, philanthropy and family dynamics to help clients develop estate and wealth transfer plans customized to their needs.

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Trust & Independence

Trust & Independence

We enjoy building trusted relationships that span generations. Without any conflicts of interest we put your needs first.

 

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Business Owners

Business Owners

Regardless of a business’ industry or company size, many are faced with similar concerns - effectively managing their business’ financial strategies and preparing for retirement.

 

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