Back to acquisitions

Company profile

Sanchez Wealth Management Group

Sanchez Wealth Management Group offers insurance, generational wealth transfer, financial planning, and investment management services.

Location
Jacksonville, Florida, United States
Website
sanchezwealth.com

Funding

No round listed

This company does not appear in the current investment-round dataset.

Acquisition

Acquired by Modern Wealth Management

Deal value
Undisclosed
Announced
Sep 10, 2026