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.