Broker Check

 

Sandy Swanson | 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?

Since joining the IWM team in 2014, Sandy has gone on to specialize in working with individuals to help them aggregate their financial lives, beyond investment management.  Based on financial planning, she has helped clients set priorities around things such as creating a trust, owning income property, or funding their favorite charity. Tax minimization and leaving a legacy for client's heirs are also important considerations. 

Sandy works with an incredible team of professionals to execute wealth management strategies with the goal of helping clients preserve what they’ve worked hard to earn.   She offers one-on-one reviews as well as secure online access to your accounts and online planning tools.

At the end of the day, it is most important to Sandy that her clients sleep well at night.  

Sandy has her Series 7 Securities registration held with LPL and her Series 66 Securities registration held with Strategic Wealth Advisors Group and LPL Financial.  She lives in Willow Glen, and in her free time enjoys cycling, golf, and spending time with her grown children.

If you’re interested in having a conversation, email her at Sandra.Massone@lpl.com or call our office at 408-288-7886.