Sandro Wealth empowers advisors with private wealth solutions and advisory expertise, helping them win and serve high-net-worth clients. Through a strategic partnership with advisors, we create expanded possibilities for you and your clients in wealth management.
our approach
For Advisors
A new approach for elite advisors
Build on your trusted client relationships and expand your capabilities as a valued advisor for high-net-worth clients. The right to win high-net-worth clients requires a team of proven professionals with subject matter expertise to deliver the advisory services they need. Sandro Wealth delivers this team.
For Clients of Advisors
Partner with advisors who meet your expectations
Finding an advisor who meets your complete needs and high expectations can be a challenge. Working with your advisor, and Sandro Wealth you have access to six distinct and essential advisory solutions, including investment management, private market investments, banking as a service, trust and estate planning, business succession planning, and asset and risk management — in one wealth management platform.
Advisory Solutions
The Sandro Wealth Platform
With Sandro, you get access to a thoughtfully designed, full-spectrum wealth platform that combines expertise and advice to cover all of the following services
Our purpose
We collaborate with elite advisors , by providing them with advanced solutions that complement their practice for their $5M+ clients.
Our values
As a privately-owned company, we operate with independence. We make decisions and craft solutions to serve the fiduciary interests of our advisors and their clients. Our dedication to the success of elite advisors, as a fiduciary delivering on the standards of care, ethics, and diligence represents our brand.
Unique model
We have the expertise, technology, and investment platform that advisors need to provide their high-net-worth clients with the same scope of advisory services found at leading wealth management firms — all through Sandro Wealth.
Understanding the client
We help clients translate their statement of financial purpose into a coherent approach that aligns their goals and preferences with their strategic asset allocation. Sandro Wealth begins each relationship by understanding the client’s values and behavioral preferences. With that foundation, Sandro Wealth builds the right curated solutions for each client.
Advanced technology platform
We help clients translate their statement of financial purpose into a coherent approach to achieve their investment management goals. Sandro Wealth begins each relationship by understanding the client’s values and behavioral preferences. With that foundation, Sandro Wealth builds the right curated solutions for each client.
