WE BUILT OUR BUSINESS FOR ONE SIMPLE PURPOSE – TO PROVIDE YOU THE FREEDOM AND ABILITY TO PURSUE YOUR FAMILY’S LIFETIME GOALS.
FIDUCIARY
We act as a fiduciary to all clients, at all times. We have a legal responsibility to put the needs of our clients above our own in everything we do.
FEE ONLY
Sandifer Wealth Management is only compensated through our asset management and advisory fee. We cannot receive commissions nor third-party payments which eliminates any conflict of interest. This aligns our interest with our clients' goals.
EXPERIENCED
Our professionals have over 60+ years of experience in various areas of the financial industry. We currently manage over $175 million of assets for a limited number of households, which allows us to provide a high level of service to every client.
DISCOVERY
This is our opportunity to discover what is financially and personally important to you. We will address your values, goals, relationships and interests and review your existing assets and liabilities. You will also have the chance to learn about how we help our clients gain financial peace of mind and then determine if your needs and our services are a good fit.
INVESTMENT PLANNING MEETING
Based on the information reviewed at the discovery meeting, we will present an investment plan based on your needs, wants and investment experience. The plan will be designed based on your tax profile as well as your personal tolerance for risk. All fees and expenses will be transparent so you will be fully informed.
MUTUAL COMMITMENT MEETING
After you have had the opportunity to review the investment plan, we will get back together to initiate the implementation of your investment plan. At this meeting, we will establish your new accounts, deposit funds and transfer assets. In addition, we will establish your online access to all of your accounts. We will also address proper account titling as well as beneficiary designations.
OUR TEAM
OUR SERVICES
OUR PROCESS
BUILDING A FINANCIAL PLAN UNIQUELY PERSONALIZED FOR YOU
Our 5-step process provides us with a disciplined approach
for moving toward your goals and objectives.
Strategic Wealth Management Process
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DISCOVERY
This is our opportunity to discover what is financially and personally important to you. We will address your values, goals, relationships and interests and review your existing assets and liabilities. You will also have the chance to learn about how we help our clients gain financial peace of mind and then determine if your needs and our services are a good fit.
INVESTMENT PLANNING MEETING
Based on the information reviewed at the discovery meeting, we will present an investment plan based on your needs, wants and investment experience. The plan will be designed based on your tax profile as well as your personal tolerance for risk. All fees and expenses will be transparent so you will be fully informed.
MUTUAL COMMITMENT MEETING
After you have had the opportunity to review the investment plan, we will get back together to initiate the implementation of your investment plan. At this meeting, we will establish your new accounts, deposit funds and transfer assets. In addition, we will establish your online access to all of your accounts. We will also address proper account titling as well as beneficiary designations.
ORGANIZATIONAL MEETING
This is a very important time to organize all of the information that you will have received over the past 45 days. We will ensure your tax professional has the necessary information to prepare tax projections and returns.
PROGRESS AND UPDATE MEETINGS
This is possibly the most important service you will receive. It includes following through on your Investment Plan, measuring your progress and adjusting the plan as your financial picture changes. In addition, at your first progress meeting, we will begin to develop your plan. We will look at legal, tax and inheritance goals as well as how to best fund charitable contributions you may want to make. Due to the comprehensive nature of the Stategic Wealth Management Plan we will develop for you, we will also address the need to contact your other professional advisors such as your attorney and accountant.
FAQ
WHAT IS FEE-ONLY?
DO YOU HAVE ACCOUNT MINIMUMS?
We have an account minimum stated in our ADV, but more important than account size is that the clients we serve are committed to becoming financially independent.
WHERE DO YOU GET YOUR INVESTMENT RESEARCH?
HOW OFTEN DO YOU REVIEW MY INVESTMENTS?
WHAT IS FEE-ONLY?
DO YOU HAVE ACCOUNT MINIMUMS?
We have an account minimum stated in our ADV, but more important than account size is that the clients we serve are committed to becoming financially independent.
WHERE DO YOU GET YOUR INVESTMENT RESEARCH?
HOW OFTEN DO YOU REVIEW MY INVESTMENTS?
CONTACT
Website Disclosures
The views provided on this web site are intended to provide the investor with an introduction to Sandifer Wealth Management (“SWM”) and its investment strategies. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services by SWM in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax or other advice, nor should be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. A copy of SWM’s current written disclosure statement discussing SWM’s business operations, services, and fees is available from SWM upon request or by visiting www.AdviserInfo.sec.gov.
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