Sandlot Private Wealth is a wealth advisory firm serving founders, leaders, and families, particularly those with ultra-high net worth. The firm goes beyond traditional financial advice, helping clients build intentional wealth, live in alignment with their values, and create lasting, multi-generational impact. Its approach brings together financial planning and broader considerations through MW3: Mindset, Wellness, Wealth, and Wisdom, a framework designed to support families holistically.

Sandlot’s services include strategic portfolio management tailored to clients’ goals, risk tolerance, and long-term vision, as well as cash flow design, budgeting, and expense tracking. The firm provides a consolidated view of accounts, entities, assets, and liabilities, including real estate and private investments. It also coordinates estate, tax, and philanthropic planning alongside clients’ trusted advisors, and offers access to alternative investments supported by sourcing and due diligence. For major transitions, Sandlot helps with liquidity event planning and capital alignment. Acting as advisors, partners, and guides, the firm aims to help clients connect their wealth with their values, vision, and legacy.