Who is our typical Sanddollar Wealth Management client?
Our typical client is someone over the age 35 with
$500,000 or more of investable financial assets.
In addition, you are likely a good fit if you:
Prefer to delegate to an expert so you can go out and enjoy retirement
Want to know your spouse will be in not just good, but great hands
Value having a "certainty of outcome" over "beating the market"