Broker Check

 

Sandy Massone | Private Wealth Advisor

Creating a financial plan does not always begin with how much money you should accumulate.  Instead, start by asking this question: If absolutely anything were possible, what would I love to make happen in my life? For myself? For my children? For my parents? What would it look like, feel like if it were really, really good? How good would I feel if I was able to bring that vision to life?

With a long background in technology sales where the priority was the customer, Sandy started at Integrated Wealth Management as part of the marketing team, bringing that same customer-first focus. It was during that time she developed a passion for giving back by helping people plan for their retirement in the most tax-efficient way.  She has her Series 7 Securities registration held with LPL and her Series 66 Securities registration held with Strategic Wealth Advisors Group and LPL Financial.

After going through her own life-changing transition, Sandy feels blessed to have the opportunity during her second career to help women and families feel more confident during their time of uncertainty and to make wise financial decisions.  Some of these transitions include loss of a spouse or loved one, divorce, job/career change, and retirement.

Her background with start-ups has made her especially knowledgeable on topics relating to RSU’s and ESPP’s.

Sandy also understands the pros and cons of same-sex financial planning and is committed to helping clients navigate the transition to married life and the unique financial issues they face with minimal impact to their long-term goals.

Sandy works with an incredible team to create investment strategies with the goal of helping you feel financially confident and help preserve what you’ve worked hard to earn.  As a client, you work together to develop a personalized portfolio and continual monitoring of your investments.  She offers frequent reviews, one-on-one planning for your life events and secure online access to your accounts and online planning tools. If you’re interested in having a conversation, email her at Sandra.Massone@lpl.com or call our office at 408-288-7886.