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Ann S

Series 63, Series 66

Silverthorne, CO

Arax Advisory Partners

Ann Sandquist is a financial advisor with Arax Advisory Partners and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including positions at Charles Schwab and Kingswood Capital Partners. Outside of her advisory work, she serves as the Mayor of Silverthorne, Colorado. Arax Advisory Partners is a multi-team wealth manager that oversees approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and is noted for its performance-based fee arrangements and active insurance brokerage activities.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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