Sandia Wealth Management provides fee-only wealth management, retirement and financial planning services to individuals, trusts and retirement plans. 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.
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.
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Peter is the founder and President of Sandia Wealth Management, a fee-only registered investment advisory firm. Peter has over 20 years experience in the wealth management field, assisting clients with all types of investment, retirement and estate planning needs. Peter earned a BBA in Finance from the University of New Mexico.
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