for advisors
A private wealth business built for the elite advisor’s sophisticated high-net-worth clients
Sandro Wealth delivers the advisory expertise, solutions, digital experience, and a proven track record to enhance your capabilities. We’re ready to collaborate to significantly improve your win rate with sophisticated high-net-worth clients.
Advisory Solutions
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
Win $5M+ clients
Meet the expectations of high-net-worth clients with greater confidence. Partner with Sandro Wealth and leverage our collective expertise and uniquely curated wealth management solutions best suited to your practice to attract and compete for high-net-worth clients, and build long-term client relationships.
Private credit alternatives
We offer private credit alternatives that represent an attractive income producing asset class within private market investments We offer private credit alternatives that represent an attractive income producing asset class within private market investments.
Sophisticated solutions for evolving needs
As your client’s trusted advisor, you have the opportunity to provide lifetime client value through Sandro’s Wealth Management platform, curated by you. With access to our wealth advisory services, you’ll be well positioned to meet your clients’ evolving and long-term needs through every life stage.
Banking-as-a-service
Provide your clients with multiple bank and nonbank lending capabilities by leveraging our consortium of financial institutions. You’ll be able to engage clients who need a range of credit solutions for their multi-million dollar lending needs, including investor real estate, residential and commercial mortgages, with an agile, responsive, and personalized approach.
partnership
With over 25 years of experience working with financial advisors to enhance their practice growth, we bring a collaborative approach to cultivate trusted long-term partnerships. When you partner with Sandro Wealth, you get a senior-level team of experts dedicated to your success.
Initial consultation
Our first engagement gives you the opportunity to learn about our unique private wealth management business for independent advisors. Learn more about our seasoned executive team and expertise across six wealth solutions. And see how we deliver value for you and your clients, across these solutions.
Growth opportunities assessment
We take the time to understand your practice, target client segment, operating model, and the challenges you face to drive growth. This enables us to identify the right team of experts dedicated to meeting your client needs. We have the agility and dynamism to integrate seamlessly with your practice approach and philosophy.
Solutions implementation
We customize one or multiple of our wealth advisory solutions for each client, based on individual values, goals, and behavioral considerations. Our subject-matter experts serve as an extension of your practice, positioning you as the team leader and sole trusted advisor for your clients.
Continuous alignment on opportunities
As your clients’ needs, goals, and circumstances change, we draw from our advisory expertise to anticipate, reevaluate, and provide ongoing client engagement. By building long-term client relationships that evolve with clients across life stages, you’ll expand the client lifetime value.
