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PROFESSIONAL WEALTH MANAGEMENT

That Centers Personally on You

 

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.





TRANSPARENT


Our compensation is disclosed in writing and provided to clients every quarter. At Sandifer Wealth Management we feel it is important for every client to understand how we are compensated.




INDEPENDENT


As an independent Registered Investment Advisor, we are free to recommend any investment which we feel meets our clients investment goals. Unlike many national firms, we are not required to use in-house proprietary investments.




TEAM APPROACH


We take a team approach to working with clients. Instead of working with an individual advisor, clients of Sandifer Wealth Management benefit from a team of experienced professionals working to help them achieve their goals. Our approach often includes working with your other professionals (CPA, Attorney, etc.). This brings together various areas of expertise in a cohesive manner.





 
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OUR TEAM

JAMES E. SANDIFER, CFP®

MARC D. SALYERS, CFP®

LEE LAWSHE

MIMI R. STRASAVICH

DIANE SLOMAN

ADV PART 2A INVESTMENT ADVISER BROCHURE

 
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OUR SERVICES

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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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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.





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.





 
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FAQ

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.





WHAT IS FEE-ONLY?


As opposed to fee-based, fee-only means Sandifer Wealth Management is only compensated through our asset management and advisory fee. We do not receive commissions nor third-party payments for the sale of financial products or securities transactions. This aligns our interest with our clients' goals and avoids many potential conflicts of interest.




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?


Our independence allows us to obtain market research from many industry leaders, including proprietary research and insight from our custodian Raymond James.




HOW OFTEN DO YOU REVIEW MY INVESTMENTS?


As part of the Strategic Wealth Management Process, we review your investment holdings on an on-going basis and will periodically re-balance your accounts throughout the year to maintain your established asset allocation in accordance to your risk profile.





 
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CONTACT

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ADDRESS: 3615 Old Shell Road

                Mobile, Alabama  36608

TEL: 251-340-1984

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.

 

Linked Websites

 

When you access certain hyperlinks on this website, you may leave this website and view content that is not provided by SWM. SWM does not make any representations or warranties as to the accuracy, completeness or relevance of any information prepared by any unaffiliated third-party provider, whether linked to SWM’s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.