The inspiration for our name came from the children's sandbox in the backyard. Children playing in a sandbox is inclusive, collaborative, and helps us create and play out many options in a low risk environment. In business, the "sandbox" is a safe development environment for building and testing new ideas before going "live." This is how we approach comprehensive planning and wealth management.
Sandbox Financial Partners is a holistic wealth manager. We offer planning-based and goal-driven recommendations and solutions that are not measured purely by investment results but rather on how we meet your family's unique goals and priorities.
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 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.
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.
With the markets becoming increasingly more sophisticated, open architecture provides our portfolio managers with access to a wider range of money managers, investment solutions and asset allocation strategies to help lessen volatility and take advantage of market opportunities.
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 investment team includes professionals with over 50 years of combined experience. Our investment team includes professionals with CFP®, AIF® and CIMA® designations.
As an independent Registered Investment Advisor, we place your interests above all else. We are stewards of your wealth and are held to a fiduciary standard by the Securities and Exchange Commission. We are required to act solely in your best interest. Our measure of success is working with you and your family to protect and grow your wealth and achieve the goals you set out to accomplish.