SanWealth Partners
Wealth with Intention: Personalized strategies for your life, your family, and the communities you support
At SanWealth Partners, we provide personalized, fiduciary financial advice focused on tailored financial planning and investment strategies that prioritize life objectives and financial security. As a woman-owned wealth advisory firm led by a 34-year industry veteran, we are uniquely positioned to serve the priorities of families navigating wealth transfer and entrepreneurs managing the complexities of both business and personal wealth. Whether building wealth through career, entrepreneurship, inheritance or navigating life’s transitions, we are here to empower, guide and advocate.
Contact Us
SanWealth Partners
Concord Center Building 1
1301 Highway 36, Suite 102
Hazlet, NJ 07730
732.659.1800
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Who we Serve:
High-Net-Worth IndividualsMultigenerational Families Entrepreneurs Private Corporations Non-Profit Organizations
Our commitment to exceptional service.
At SanWealth Partners, we are committed to the fiduciary standard of care, helping to ensure every decision we make is in our clients’ best interests. We believe every client journey is unique, and we approach each with the utmost care, integrity, and expertise. Our comprehensive and rigorous process is designed to provide you with tailored guidance aligned with your goals and priorities.
Partnering with Indivisible Partners allows us the freedom and autonomy to serve our clients while they benefit from Indivisible’s commitment to delivering a compelling advisor-client experience with focused investment in people, process and technology – including robust operational resources and an advanced wealth management platform.
Safety and security of your assets.
Our family office custody platform, backed by the strength and security of Fidelity Investments, provides a bespoke level of care, combining world-class service with the reliability of one of the most respected names in the financial industry.
A tailored advisory experience designed around you.
Our personalized approach is designed to elevate the quality of your financial decision-making for every stage of life. We take a comprehensive approach to helping you achieve your outcomes. We are dedicated to navigating this journey alongside you, helping you prepare for today, tomorrow and the future you desire.
At the heart of our approach is a high-touch, human-centered, outcomes-based advice model, supported by experienced professionals and a dedicated team who are there for you every step of the way.
Schedule a private briefing
Interested in exploring the benefits of a private wealth experience on a family office platform? Schedule a private briefing.
Fidelity Investments® (Fidelity) an independent company, unaffiliated with your advisor. Fidelity is a service provider to your advisor. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC. 1183440.1.0