We’re dedicated to serving you to help manage the complexity of wealth and create a defined path to reach your goals. We do this through a disciplined process, superior client service, and a team of experienced professionals.
Sincerely,
Jon G. Sanchez, CEO
As CEO of Sanchez Wealth Management, LLC, Jon Sanchez and his team manage over $304 million in client assets (as of March 2024). With over 30 years of experience in the financial services industry, he is a veteran of the securities business. Jon focuses on the vast and complicated areas of retirement and wealth building by utilizing stock market investments, real estate, and small businesses.
Jason Gaunt joined the Sanchez Wealth Management, LLC family as COO in January 2020. While originally from Northern California, Jason spent 22 years in Boston, MA working in trading at MFS, Jefferies, American Express, and LightKeeper Investments. He was most recently the Head of Trading and Portfolio Implementation for PanAgora Asset Management where he was responsible for the firm’s trading across equity, multi-asset, and alternative investment strategies.