Sandia Point, LLC is a Registered Investment Adviser (RIA) that offers personalized wealth management solutions. Founded on the principle of providing objective, client-focused advice, the firm operates on a fee-only basis to avoid conflicts of interest associated with commissions. Their services are designed for high-net-worth individuals, families, and institutions, encompassing investment management, retirement planning, estate planning, and overall financial strategy to help clients achieve their long-term financial goals.

Founded in

United States