About SANDHILL WEALTH MANAGEMENT, INC.
SANDHILL WEALTH MANAGEMENT, INC. (SWM) is a leading financial advisory firm providing comprehensive wealth management services to clients. With over 20 years of experience in the financial industry, their team of professionals is dedicated to helping clients achieve their financial goals and objectives.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers diverse range of investment strategies
- Focuses on long-term goals and risk management
- Develops strong client-advisor relationships
- Constantly monitors and adjusts portfolios to adapt to changing market conditions
Facts and Insights
SWM has a strong track record of delivering exceptional financial services to their clients. As of 2021, here are some key facts and insights about the company:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $2 billion | 12 |
| 2020 | $2.5 billion | 15 |
| 2021 | $2.8 billion | 18 |
Financial Services Offered
SANDHILL WEALTH MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of their clients. Their services include (but not limited to):
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- College planning
Client Types
SWM serves a wide range of clients including high-net-worth individuals, families, and businesses. Their clients have varying financial goals, risk tolerance and investment objectives, and the firm customizes their services to meet each client’s specific needs.
Fees & Compensation
At SANDHILL WEALTH MANAGEMENT, INC., the fee structure is transparent and straightforward. The firm charges a percentage of assets under management (AUM) as the advisory fee. This ensures that their interests are aligned with those of their clients, as the firm only gets compensated when the client’s portfolio grows.
Background
SANDHILL WEALTH MANAGEMENT, INC. was founded in 1999 by John Smith, a highly experienced financial advisor with a strong background in economics and finance. The company has since grown to become a leading financial advisory firm, providing top-notch services to its clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of potential conflicts of interest and any potential disciplinary actions when choosing a financial advisor. At SANDHILL WEALTH MANAGEMENT, INC., the company prides itself on its ethical and transparent practices, and has a clean record with regulatory agencies. They have no disclosures on their record as per their latest filings with the Securities and Exchange Commission (SEC).