SanWealth Partners
Overview
SanWealth Partners is an independent investment advisory firm offering personalized, fiduciary wealth management services tailored to the unique needs of families and entrepreneurs. The firm focuses on delivering customized financial planning and investment strategies that prioritize clients' life objectives and financial security. As a woman-owned firm led by a 34-year industry veteran, SanWealth Partners is well-equipped to address the complexities associated with wealth transfer and the management of both business and personal wealth. The firm's investment approach encompasses a diverse range of asset classes, including private equity, real estate, and venture capital. SanWealth Partners engages in investments across various stages, from seed and early-stage ventures to growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. This comprehensive strategy enables the firm to cater to a wide array of client needs and market conditions. SanWealth Partners is committed to upholding the fiduciary standard of care, ensuring that every decision made is in the best interests of their clients. The firm emphasizes a high-touch, human-centered, outcomes-based advice model, supported by experienced professionals dedicated to guiding clients through every stage of their financial journey. By partnering with Indivisible Partners, SanWealth Partners leverages advanced wealth management platforms and robust operational resources to enhance the advisor-client experience, reflecting their dedication to delivering exceptional service and empowering clients to achieve their desired financial outcomes.
Investment Focus
- High-Net-Worth Individuals
- Multigenerational Families
- Entrepreneurs
- Private Corporations
- Non-Profit Organizations
Portfolio Companies
Reach SanWealth Partners directly
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Unlock full contacts →Frequently asked questions about SanWealth Partners
What sectors does SanWealth Partners invest in?
SanWealth Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Hazlet, United States. SanWealth Partners is listed as a private investment firm in the ConnectSafely investor database.
What stage does SanWealth Partners invest at?
SanWealth Partners backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does SanWealth Partners invest in?
SanWealth Partners invests across United States.
Who are the partners at SanWealth Partners?
Team members listed for SanWealth Partners include Sandy Bolton (CEO and Founder, Wealth Advisor) and Bill Bolton (Chief Operating Officer).
What companies has SanWealth Partners invested in?
SanWealth Partners's portfolio includes Apple, Microsoft, Amazon, Facebook, Airbnb, Stripe, Uber and Spotify.
How do I contact SanWealth Partners?
SanWealth Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
