Sandia Wealth Management provides fee-only wealth management, retirement and financial planning services to individuals, trusts and retirement plans.
We are located in Albuquerque, New Mexico in the shadow of the Sandia Mountains.
We believe that managing risk is at least as important as managing for long term returns. As a result, we focus on the following key areas:
Diversification within appropriate asset classes
Controlling expenses and turnover
The heart of wealth management is the intersection of psychology and risk. Understanding the emotions underlying a client's investment decision-making helps us build a clear and concise plan to invest and achieve long term goals. As a result, we get to know our clients first and then create an investment plan unique to each individual.
Sandia Wealth Management is a registered investment adviser of the State of New Mexico. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.