Welcome to Sanitas Wealth Management
Founded by Jaco Jordaan, CFP©, CFA, ChFC©, CAIA, EA, Sanitas Wealth Management is a Fee-Only financial planning and investment management firm serving Boulder and the surrounding communities. In addition to being the name of one of Boulder’s five peaks, Sanitas is a Latin word which translates as health and well-being. Consistent with that meaning, the mission of Sanitas Wealth Management is to help individuals and families improve their financial health and well-being. The customized advice Sanitas Wealth Management provides is designed to grow, protect and conserve your wealth by delivering personalized service and expertise.
When dealing with your financial health and well-being, you need objective advice from an advisor you can trust. One aspect of trust is knowing the recommendations of your advisor are objectively based on what is best for your financial goals and not influenced by the commission structure of different solutions. As a Fee-Only financial planning and investment management firm, Sanitas Wealth Management is able to remove the conflict of interest created by traditional commission based compensation. This enables Sanitas Wealth Management to objectively evaluate solutions and focus solely on the best interests of clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The ChFC® is the property of The American College, which reserves sole rights to its use, and is used by permission.
Content Copyright 2017 by Sanitas Wealth Management, LLC. All Rights Reserved. Sanitas Wealth Management is an Investment Adviser in Colorado.