Our Approach

Proactive Wealth Management and Communications

Individualized, Comprehensive Financial Planning

Our mission is to provide our clients proactive wealth management and communications, superior service, and individualized, comprehensive financial planning so our clients can live the life they always dreamed.

Sanchez Wealth Management Group, LLC is an independent Registered Investment Advisor. Our firm is committed to the Fiduciary Standard of Care for each client requiring us to put our client’s best interest ahead of our own.

Standard of Care – Sanchez Wealth has developed a guide for each specific stage of your life. These “Checklists” follow the standards established by the Certified Financial Planning Standards Board™ and create the framework on which we establish our planning recommendations. Every client is different but the standards remain the bedrock.