For qualified clients, Sanitas offers Wealth Management Services as our core focus. Wealth management services sit at the intersection of financial planning and implementation of the financial plan. The distinguishing characteristic is that wealth management is not a standalone transaction, but consists of ongoing coordination of a client's financial plan and implementation requirements as their financial circumstance evolves. To find out more, click below.
Financial planning is the process of identifying financial goals and specifying the steps to take to pursue those goals. Our process generally starts with a cash flow evaluation, followed by projections of various goals and savings towards those goals, as well as identifying risks and mitigation strategies. To find out more, click below.
Investment management is the strategy to deploy capital to pursue client goals. The service is generally included for wealth management clients who would like someone to coordinate all of their financial affairs. While investment management is available as a standalone service, we have found investment management to be more beneficial when informed by a financial plan. For more information about our investment management services, please click below.
Before engaging Sanitas Wealth Management for any of the services above, it is important to determine whether Sanitas and you are a good fit. This section provides a broad profile for the types of clients typically served by Sanitas.