Sanchez Wealth helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family. Through our Proactive Holistic Wealth Management Process, we organize your assets, insurance, liabilities and estate documents to help simplify, consolidate and integrate every aspect of your financial future.
Who is your ideal client?
Our clients include high net worth families, entrepreneurs, retirees, professional athletes, and institutions who value a highly personalized level of service combined with unbiased advice.
What is your investment philosophy?
We believe the Buy, Hold, & Hope model does not work in today’s environment. We utilize a proactive wealth management strategy we call Advance & Protect. We use trend analysis, valuation and quantitative tools to proactively manage risk and opportunity.
Do you offer financial planning?
We provide a holistic approach to financial planning. Through our Aggregation Planning tool, we can help our clients simplify their finances by bringing everything togetherin a single location that updates values daily regardless of location.
Describe your risk management philosophy.
Our approach to risk management is to avoid the disastrous losses that put our clients’ future at risk. We do this through diligent independent research, quantitative technical analysis, and a belief that some-times cash is the best place to be. We do not believe traditional “asset allocation” will work in today’s environment.
Define the added value of your services in relationship to your fees.
Because we are a fee-based advisory firm, our interests are truly aligned with our clients’. We provide comprehensive unbiased financial advice with no hidden agendas, commissions, or conflicts of interests and are backed by the largest in-house research team of any independent broker/dealer.
5150 Belfort Rd., Suite 702
Jacksonville, FL 32256
Chris Sanchez, CFP®, CFS, AIF • President
Chris attended the University of North Florida, where he received a bachelor’s degree with honors in finance and economics. He is a CERTIFIED FINANCIAL PLANNER™ and a Certified Fund Specialist, and recently became an Accredited Investment Fiduciary. Chris has been named one of the top 1,000 independent advisors in America by Barron’s Magazine* as well as a top advisor by Reuters. He is a member of LPL Financial’s exclusive Chairman’s Club.
Sanchez Wealth Management Group is an independent advisory firm affiliated with LPL Financial (the No. 1 independent broker/dealer in America for the past 14 years as reported by Financial Planning magazine, June 1996-2010, based on total revenue). Founded in 2000, the firm manages more than $100 million in brokerage and advisory assets.
*The rankings reflect assets under management, revenues quality of the adviser’s practices and other factors. Total assets are all assets verseen by the adviser’s team. Securities offered through LPL Financial, Member FINRA/SIPC.