Sanchez Wealth Management, LLC is an SEC Registered Investment Advisor (RIA) headquartered in Reno, Nevada. The firm works with individuals, families and business owners to help them achieve their financial goals through comprehensive financial planning, investment advisory, and wealth planning services. Sanchez Wealth Management, LLC manages in excess of one hundred thirty million dollars of client assets (as of 10/06/2011). Our primary brokerage custodian is Fidelity Investments.
The firm’s CEO, Jon Sanchez leads a premier team of experts known as The Wealth Advisors who offer a diverse range of financial services. Working in collaboration with The Wealth Advisors, Sanchez Wealth Management, LLC offers its clients comprehensive advisory and wealth management services including investment management, financial planning, tax planning, estate planning, business consulting, insurance services and real estate. Clients can meet with as many or as few of the Wealth Advisors as is necessary for their specific situation.
Whether you are planning for your retirement or face more complicated concerns encompassing any facet of your financial life, Sanchez Wealth Management, LLC can help you achieve your goals.
