Client Login
eBrochure
(301) 214-4190

 

A Multigenerational Team

for Multigenerational Families

Wealth Planning

Helping you and your family plan for the future

Investment Management

Investing to meet your family's goals and objectives

Executive Team

A multigenerational team for multigenerational families

Wealth Planning

Sandbox Financial Partners is a multigenerational team of financial professionals with decades of experience helping individuals, families and business owners plan for the future.

The inspiration for our firm name came from an unlikely source — a sandbox in the backyard. Watching children play in the sandbox, a connection was made between our work to help clients realize their financial aspirations and the inclusive, collaborative nature of what takes place inside a sandbox. The term 'sandbox' in the business and technology world also connotes a safe environment for creative planning, strategy development and implementation of new ideas. The concept translates nicely to our comprehensive planning approach to wealth management.


A relationship approach

Our measure of success is doing what is best for you and your family. Through a series of conversations, we learn about your values, dreams, goals, timing, and tolerance for risk. Building strong personal relationships and communicating often helps us keep your plans up to date and in sync with your changing life. We feel deeply connected to our clients through bonds of community and friendship and will be there with you during periods of wealth accumulation, through difficult transitions and when you need gentle guidance in the execution of a succession plan.

Our relationship approach means we are doing what is in your best interest, at all times, including investment consulting and working with your other professionals concerning your tax and estate planning strategies.


Access to specialized resources

We help simplify your financial life by developing personalized wealth plans which include sophisticated investment management and coordinated tax, insurance and estate planning strategies. Bringing together our investment and advisory skills along with our strategic relationships with other tax, estate and insurance professionals, we provide access to specialized resources to help you take advantage of opportunities, avoid obstacles and manage your Total Wealth Plan1.


Total wealth plans for business owners and executives

Our approach combines business and personal planning to help maximize your opportunities for wealth accumulation and preservation. In addition, our retirement plan experience allows us to utilize knowledge of corporate retirement plans, executive compensation, and non-qualified plans to help business owners and executives manage their Total Wealth Plan.

 

1 Sandbox Financial Partners and Wells Fargo Advisors Financial Network are not legal or tax advisors.

Investment Management

Whether you are just starting out, preparing for retirement, transitioning a business or passing wealth on to the next generation, Sandbox Financial Partners can help you invest, manage and distribute your wealth for a lifetime.


Customized investment management

Our investment portfolios are managed to achieve your unique objectives, time frame and risk profile. We employ cost-effective, tax-efficient, risk-managed strategies. This disciplined focus and active asset allocation allows us to make adjustments when needed in an effort to help avoid any unnecessary impact on the financial health of your Total Wealth Plan.


Disciplined institutional process

Using an institutional investment process, we monitor the markets, hold weekly investment committee meetings, provide detailed reporting and hold quarterly investment reviews. Feel confident knowing that our fee-conscience approach keeps a close eye on investment expenses. Our asset-based fees are inclusive of all trading costs and third-party manager fees.


Decades of investment experience

Our seasoned team of professionals boasts over 50 years of combined experience assisting individuals, families and business owners. Our investment team includes professionals with series 6, 24, 63, 65 and 7 securities registrations, including a CFP® and AIF and CIMA® designations; a member of the Wells Fargo Advisors Fundamental Choice portfolio management program2 and candidates studying for 9 and 10 registrations.

 

2 The Fundamental Choice program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Executive Team

Our team of trusted advocates spans generations and provides complementary financial perspectives to your family members, at various life stages and across a gamut of financial situations.


Fred Bohlander

Fred Bohlander, CFP®

Managing Principal

fred@sandboxfp.com

LinkedIn icon

Fred has served as a trusted advisor to his clients for 25 years. Throughout his career he has experienced a wide range of financial markets which has prepared him for the challenges his clients may face in their future. As a co-owner of Sandbox Financial Partners, he has the freedom and flexibility to serve the best interests of his clients, often over multiple generations.

Sandbox Financial Partners provides a wide array of services including Wealth Planning, Retirement and Estate Strategies, Long Term Care Planning and Social Security Maximization Strategies. Fred works to cultivate a number of strategic relationships with leading Attorney and CPA Practices in order to provide clients comprehensive multi-disciplined solutions to their problems.

Fred is a graduate of the University of Maryland and a CERTIFIED FINANCIAL PLANNER professional. He also maintains numerous insurance licenses and FINRA securities registrations. He maintains a residence in Reston, Virginia and Sarasota, Florida with his wife of over 30 years, Ann Bohlander and their rescue dog "Baxter".

Brian Salcetti

Brian Salcetti, CIMA®

Managing Partner

brian@sandboxfp.com

LinkedIn icon

Brian has over 15 years of financial services experience and creates value for clients by helping develop financial solutions for individuals, families and businesses.

Prior to Sandbox Financial Partners, Brian worked as a financial advisor for a large financial planning and benefits firm. He also spent 10 years as an investment consultant, helping financial advisors and institutions develop high level investment strategies and practice management solutions. Brian was also a Vice President and Regional Director at Ivy Funds/Waddell & Reed and began his career with Rydex Investments.

Brian is a graduate of the University of Delaware's Lerner College of Business and Economics with a degree in Finance and minor in Management Information Systems. In 2011, Brian obtained his Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania and Investment Management Consultants of America (IMCA).

Brian was born and raised in the Washington DC area and currently lives in Bethesda, MD with his wife Nicole and their three children, Braden, Avery and Madison. He swam collegiately at University of Delaware, is an avid DC sports fan who loves to cook and travel.

Insights

Taking Care of Finances During Divorce

If you're divorcing, it's good to look at your finances in detail as early as possible. Being proactive about shared debt can help you maintain good credit. When you have...

Planning for an Unexpected Early Retirement

Even with a solid retirement plan in place, life can include big and unexpected changes — often unanticipated. About 46% of retirees left the workforce earlier than planned, according to...

Personalize Your Social Security Strategy

Only you can decide if claiming Social Security at age 62 or waiting to claim later makes more sense. Lifestyle and philanthropic intentions, marital and employment status, and gender are all factors...

Investing vs. Paying Off Debt

The process for eliminating debt is anything but an easy-to-solve financial equation. Many people wonder if they should pay of their debt as quickly as possible or invest their money...

Financial Strategies for Women

While many of the basic rules of investing hold true for all investors, some life events affect women differently than men and can have an impact on investment decisions...

Which Retirement Plan is Right for Your Business?

For most closely-held business owners, a Simplified Employee Pension Individual Retirement Account (SEP IRA) was once the most cost-effective choice...

Can You Have Too Much Company Stock?

Many companies offer their employees a stock purchase plan, enabling them to invest in the company they work for. While this can be a great way to invest...

Contact

Sandbox Financial Partners
6903 Rockledge Drive, Suite 1200
Bethesda, MD 20817
(301) 214-4190

Get Directions

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals