A complete list of active advisors currently associated with Sanchez Wealth Management Group, LLC

Warmer can help you find a great advisor at Sanchez Wealth Management Group, LLC or one who fits your needs even better.

Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), retirement plans, trusts, estates, and charitable organizations. The firm offers customized portfolios built from model allocations and may also introduce clients to separately managed account managers and a broad range of investment vehicles such as mutual funds, ETFs, REITs, annuities, and alternative investments. The firm follows a Proactive Holistic Wealth Management Process that begins with a top-down macroeconomic view and implements strategic, tactical, or an unconstrained approach over a three- to five-year horizon while monitoring short-term risks; portfolios may employ hedging and derivatives where appropriate. Sanchez Wealth relies on internally developed model portfolios, due diligence on third‑party managers, and third-party research and model solutions (including services from BlackRock and Natixis) to inform investment decisions. Noteworthy distinctions disclosed in the brochure include a legacy wrap-fee program (Investment Management Program II) that is closed to new clients, the fact that certain investment adviser representatives are insurance‑licensed and may recommend insurance products for which they receive commissions, and the firm’s explicit use of third‑party model portfolios and participation in sponsored due‑diligence events—each noted as potential conflicts of interest in its disclosures. The firm also reports approximately $571 million in discretionary assets under management and identifies its custodial and broker‑dealer relationship with LPL Financial as a material operational arrangement.

To learn more about the advisors currently working at Sanchez Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.