Sandbox Wealth is an independent wealth management firm that resulted from the 2021 merger of two established financial firms, Martin Financial Office and Southwest Financial. As a Registered Investment Adviser, the company operates under a fiduciary standard, committed to acting in its clients' best interests. Their mission is to redefine the wealth management experience by providing personalized, comprehensive services that include financial planning, investment management, retirement planning, tax strategies, and estate planning for individuals, families, and business owners.

Founded in

United States