A complete list of active advisors currently associated with Sands Wealth Strategies, LLC

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

Sands Wealth Strategies, LLC serves individual and high-net-worth clients as well as pension and profit‑sharing plans and corporate entities, offering wealth management, retirement plan management, and comprehensive financial planning. The firm operates on a fee‑only, percentage‑of‑assets model for investment management and retirement services. The firm’s investment approach blends fundamental company analysis with Modern Portfolio Theory, using a mix of passive and active vehicles and, when appropriate, third‑party outside managers to implement client strategies. Accounts are typically managed on a discretionary basis with ongoing monitoring and periodic reviews, and clients may impose reasonable written restrictions on investments. What differentiates the firm from many peers is its provision of retirement‑plan consulting and its role as an ERISA 3(38) investment manager for plan sponsors—services that are less commonly offered by independent firms of this size. The firm also operates as a small multi‑person practice rather than a solo practitioner, requires clients to establish accounts with specified custodians, and does not impose a minimum account size.

To learn more about the advisors currently working at Sands Wealth Strategies, 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.

Name
Location
Years of experience
Christopher Sands profile photo Christopher Sands
Western Springs, IL
11
Warmer team member

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