Our Financial Services

Our clients are our friends and family.

They are hard-working men and women who have entrusted us with their lives and retirement savings — a responsibility we take very seriously. In today’s fast-paced world, we never forget that the assets we manage, or the advice we provide, can have a life-changing impact on the quality of our client’s life.

If you are looking for a firm to provide you with experienced, comprehensive wealth management and people that care about you, not just your account size, you have come to the right place.

As a Reno financial advisor, Jon knows that community is important. He and his team will work with you every step of the way to help you achieve your goals.

Our client services include:

Retirement Planning

  • 401(k) Allocation and Management, Rollovers, In-Service Withdrawals
  • IRA Plans – Traditional, Rollover, and Roth

Investments and Portfolio Management

  • Equities (stocks) – Listed and OTC
  • Bonds – Corporate, Government, and Municipal
  • No-Load Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)
  • Institutional Money Managers

Financial Planning

  • Comprehensive Financial and Retirement Planning
  • Asset Allocation Planning*
  • Cash Flow Plans

Legacy Planning

Insurance Solutions

Real Estate Planning

Education and College Planning

Long-Term Care

Our Investment Portfolio Strategy

Our model portfolios are designed and managed so we can make a rapid switch from one portfolio to another. In most cases, we have the ability to move 100% of the portfolio to cash if market conditions dictate. Please contact us to discuss what portfolio meets your retirement needs.

The Bull & Bear Market Strategy

The Bull & Bear Market Strategy is designed for the client looking to reduce exposure to assets correlated with market fluctuation. It is our aim to provide principal protection to 70% of your assets, while also participating in growth and income.*

Please contact us to discuss which portfolio meets your retirement needs.

Investment Style

When deciding who to hire to manage your stock market assets, you should ask what their investment style is.

There are two primary styles utilized by portfolio managers. The first being strategic. This style is better known as “buy and hold.” The second style is tactical. This style is known as “active portfolio management.”

Sanchez Wealth Management is a tactical manager. We believe that in today’s ever-changing world, portfolio holdings and models need to change as market and economic conditions change. This is NOT day trading but active management.

Our managed portfolio clients are charged an annual management fee, NOT commissions**, therefore, there is no conflict of interest. We strive to be the best Reno investment advisor service, and our sole objective is to strive for an annual return that is commensurate with the goals, risk, and time horizon of the client.

Our Management Fees

Our managed portfolio fees are based on the net value of the assets in each account on the last business day of the prior quarter. Fees are billed directly from each account, and billed quarterly as follows:

$25,000 – $1 million                       Over $1 million

   1.5% per year                                         0.90% per year

Some portfolios may charge a small ticket charge ($7-$10) to purchase or redeem a mutual fund or ETF. These additional costs will be disclosed to you at your plan delivery meeting.

* Asset allocation does not assure a profit or protect against loss.
**Commissions may apply to commissionable products if used in a recommended allocation.