Wealth Management

A Holistic Approach

Sandy Spring Wealth Management is dedicated to helping individuals and businesses address today’s financial needs and plan for tomorrow’s important goals. Our seasoned advisors will work with you to create a customized strategy that is tailored to your particular preferences, while striving to help you find opportunities in any market condition.

Systematic Life Planning Approach

Sandy Spring Wealth Management uses a methodical four-step process that we have implemented effectively for scores of clients, each with highly unique and diverse experiences, hopes and dreams. Our life-goal approach to planning seeks to unearth your individual priorities and specific life circumstances-through four key stages.


Before we get down to crunching numbers, we will talk about the things that are most important to you, such as family, community, pastimes, or values. We will ask a lot of questions about what you’re thinking, feeling or worried about; your past experiences with money; and what you’ve accomplished.


Based on our discussions in the discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and identify any gaps that may exist. We will consider the financial implications for each goal we discuss, and construct a plan that supports them.


A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.


Just when you make plans, life happens. Events large or small can change everything, so the monitoring stage incorporates tracking systems to keep your plan on target. We will help you plan for the unexpected, anticipate change, and adjust your plans as necessary.

You can rely on Sandy Spring Wealth Management to provide objective advice and unparalleled service, with your best interest always as our top priority.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.

Get Started Today

Schedule a free, no-obligation consultation with us to review your financial needs. Complete the form below or call us at 800-770-5417.