Jamey Desk.jpeg

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.





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.





 
team.png

OUR TEAM

JAMES E. SANDIFER, CFP®

MARC D. SALYERS, CFP®

LEE LAWSHE

MIMI R. STRASAVICH

DIANE SLOMAN

ADV PART 2A INVESTMENT ADVISER BROCHURE

 
Bienville.jpg
experiment-results.png

OUR SERVICES

PUZZLE%20JPG_edited.jpg
 
wealth.png

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

Website Banner (no background) (1).png

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.





 
Bridge into the Woods
questions.png

FAQ

WHAT DOES FIDUCIARY MEAN?


As a registered investement advisor, Sandifer Wealth Management is a fiduciary, which means we are legally bound to make decisions in your best interest at all times.




ARE THERE ANY FEES FOR AN INITIAL MEETING?


We always offer a complimentary Discovery Meeting to get to know you and learn about your goals. You are able to ask questions and get a better understanding of our firm and how we work with clients.




WHERE ARE YOU LOCATED?


Our office is located in the Spring Hill area of Mobile, Alabama. We have clients throughout the country and are happy to meet with you in person or host a virtual / phone meeting if desired.




HOW WILL YOU COMMUNICATE WITH ME?


We communicate in various ways from face-to-face meetings, phone discussions, and email correspondence based on your personal preferences. We provide periodic market commentary and relevant investment and financial planning articles via email and our website.




HOW ARE YOU DIFFERENT FROM OTHER FINANCIAL ADVISORS?


We employ a team approach and have a legal responsibility to act as a fiduciary to all clients. Our fee-only structure differentiates us from the typical brokerage firm and puts us on the same side of the table as our clients. Our firm's boutique structure ensures our clients are never viewed as just a number and allows us to always put our clients' and their families' best interest first.





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.





 
chat.png

CONTACT

Thanks for submitting!

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.