A Registered Investment Advisor
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256 • 904.281.9261 • sanchezwealth.com
What makes your practice different from the rest?
There are three main pillars to what makes Sanchez Wealth unique. It begins with helping our clients build a comprehensive personal balance sheet. This helps us to understand the client’s financial picture in its entirety rather than just the assets we manage for them. This type of planning leads to good investment decisions that focus on outcomes rather than emotion. The third pillar is communication. We have always felt that the more our clients know and understand, the better their chance of achieving their goals.
Who is your ideal client?
Our clients include high net worth families, entrepreneurs, retirees, professional athletes, and institutions who value a highly personalized level of service combined with unbiased advice.
What is your investment philosophy?
We believe the “Buy, Hold, & Hope” model does not work in today’s environment. We utilize a proactive wealth management strategy we call “Advance & Protect” that utilizes trend analysis, valuation and quantitative tools to proactively manage risk and opportunity.
Do you offer financial planning?
The key to accomplishing a goal is to have a plan. Our clients benefit from our planning process, which allows us to look at the client in a comprehensive manner much like a CFO would look at a company. Through our Aggregation Planning tool, we can help our clients simplify their finances by bringing everything together in a single location that updates values daily regardless of location.
Describe your risk management philosophy?
Our approach to risk management is to avoid the disastrous losses that put our clients’ future at risk. We do this through diligent independent research, quantitative technical analysis, and a willingness to allocate to cash when necessary.
Define the added value of your services in relationship to your fees.
Planning, process, and communication are the keys to our client relationships. Because we are a fee-based advisory firm, our interests are truly aligned with our clients’. We provide comprehensive unbiased financial advice with no hidden agendas or conflicts of interests and are backed by the largest in-house research team of any independent broker/dealer.
Chris Sanchez, CFP®, CFS, AIF, Founder & President
Chris attended the University of North Florida where he received a bachelor’s degree with honors in finance and economics. He is a CERTIFIED FINANCIAL PLANNER,™ Certified Fund Specialist, and an Accredited Investment Fiduciary.
Chris has been named one of the top 1,000 independent advisors in America by Barron’s Magazine* as well as a top advisor by Reuters. He is a member of LPL Financial’s exclusive Chairman’s Club.
Sanchez Wealth Management Group, LLC is a Registered Investment Advisor independent advisory firm affiliated with LPL Financial Nation’s largest independent broker/dealer in America as reported by Financial Planning magazine, June 1996-2014, based on total revenue). Founded in 2000, the firm manages more than $170 million in brokerage and advisory assets.
*The rankings reflect assets under management, revenues quality of the adviser’s practices and other factors.
Total assets are all assets overseen by the adviser’s team. Securities offered though LPL Financial,
Member FINRA/SIPC. Investment Advice offered through Sanchez Wealth Management Group, LLC, a registered investment advisor and separate entity from LPL Financial.