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.
INVESTMENT PHILOSOPHY
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
Rebalancing regularly
Controlling expenses and turnover
OUR PROCESS
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.
