Sandbox Financial Partners

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Sandbox Financial Partners — overview

Assets Under Management

Type

Wealth Manager

Location

Bethesda, MD, US

Alternative Asset Classes

-

About

Sandbox Financial Partners is a US-based wealth manager and registered investment advisor. It provides investment advisory services include investment management services, financial planning, retirement planning, sustainable investing, tax & estate strategies, and business planning services. The firm provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans.

Sandbox Financial Partners - known decision makers (9)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Executive Officer & Managing PartnerBethesda, USGEN
Founder & Managing PartnerBethesda, USGEN
Partner, Chief Compliance & Operations OfficerNewton, USGEN
Vice President & Director of Financial PlanningBethesda, USGEN
Vice President & Director of InvestmentsBethesda, USGEN

Showing 5 of 9 known decision makers Sandbox Financial Partners

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