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SanWealth Partners

EST. AUM
$150,000,000

CONTACTS
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CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website sanwealthpartners.com
Client types

Overview

SanWealth Partners provides personalized, fiduciary financial advice centered on tailored planning and investment strategies that align with clients’ life goals and long-term financial security. As a woman-owned wealth advisory firm led by a 34-year industry veteran, the team is uniquely equipped to address the needs of families managing intergenerational wealth transfer and entrepreneurs navigating the complexities of business and personal finances. Whether clients are building wealth through careers, entrepreneurship, inheritance, or life transitions, SanWealth Partners is committed to empowering, guiding, and advocating on their behalf.

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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