Comprehensive Wealth Management Services
Your Family CFO
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.
At Sands Financial Services, we believe a client’s portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 15 years, we have been working with individuals, businesses and high net worth families to customize and manage portfolios designed to optimize the probability of success.
We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles to provide customized solutions.
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.
Investment Management* & Insurance Planning
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.
Client Service & Referrals
Keep an eye out for friends, family and acquaintances who are:
■ Changing jobs
■ Inheriting substantial assets
■ Selling a business
■ Selling real estate
■ Going through civil or legal actions (divorce, personal injury, etc.)
■ Having a baby or adopting a child
■ Becoming an empty nester
■ Recently widowed or has experienced a death in the family
■ Getting married
■ Getting divorced
Estate Planning & Wealth Transfer
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.
Trust & Independence
We enjoy building trusted relationships that span generations. Without any conflicts of interest we put your needs first.