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Sandhill Wealth Management, Inc.

EST. AUM
$118,476,224

CONTACTS

CLIENT ACCOUNTS
217

Firm Details

Metro area Orlando
CRD Number 291649
Website sandhillwealth.com
Client types

Overview

Sandhill Wealth Management is a Florida-based registered investment adviser focused on wealth management and financial planning for individuals, families, nonprofits, and small businesses. The firm was launched in January 2018 by President David Gulacsy and operates from Winter Park, with the site also referencing Windermere, Florida. Its service model centers on one-on-one planning, portfolio management, retirement planning, estate planning, tax strategy, risk management, and related insurance and annuity solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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