You’re an early-thirties professional making more money than you’ve ever made before. Perhaps you’ve accumulated a fairly significant investment portfolio, were recently married, had kids, have equity compensation, or want to ensure you’re being tax-efficient with all your financial decisions.
You realize you need direction and clarity in your financial life because you want to achieve financial independance and want to maximize your financial decisions. You care deeply about living a life that is full of meaning, purpose, and memorable experiences. That’s when you come to us.
Together, we get to the root of what is most important to you and the role money plays in that picture. Do you wish to retire early? Start a business? Or, perhaps, travel the world?. Whatever your goals may be, we can help you get there.
Millennials ourselves, we’ve lived through many of the same experiences our clients have and understand first-hand their struggles and successes. Having worked with older generations as well, we understand the impact financial planning can have the earlier you start.
There’s an enormous need to make these services available to our generation. Time is our greatest friend when it comes to building wealth and financial planning can make the greatest impact the earlier you begin.
Lastly, we strive to uphold a standard of excellence in serving our clients, to continue to learn and grow as financial planners, and to maintain our dedication and integrity towards clients.
Meet The Team
Levi Sanchez, CFP®, CPWA®, BFA™
Founder, Financial Planner
Levi is a CERTIFIED FINANCIAL PLANNER®, CERTIFIED PRIVATE WEALTH ADVISOR® and BEHAVIORAL FINANCIAL ADVISOR™ professional.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
The CPWA® certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA® certification.
He grew up in Eastern, Washington, and has lived in Seattle since 2014. He’s always had an interest in personal finance, investing, and money. He’s a member of the Confederated Tribes of Grand Ronde and proud of his Native American heritage. In his free time he enjoys playing golf, basketball, video games, and watching the latest bingeable Netflix shows with his wife.
Mikal is a Business Management major from Tri-Cities, WA. She recently moved back from San Diego where she attended San Diego State University. Mikal has worked in the agricultural business as well as managed and supervised developmental disability children. She has various experience within her volunteer work in different non-profits, specifically foster care and children-in-need both in the U.S and overseas. On days off, Mikal enjoys traveling or spontaneous road trips with her boyfriend, spending time with family, and playing with her friendly farm animals.
Partnered with XY Tax Solutions
CPA's - Tax Preparation Services
Frequently Asked Questions
Yes, we’re able to work with anyone inside the United States. We use technology and virtual meeting software to help us accomplish working with people across the nation.
Most people will hire a CPA for tax advice, an attorney for legal advice, and a doctor for health advice. A financial planner is no different. We’re professionals who help our clients manage the emotional aspects of investing, which through numerous studies has shown to be one of the most detrimental problems to investors’ long-term success.
Beyond helping improve behaviors around saving, investing, and spending for our clients, we also take a comprehensive look at your finances. Helping you maximize your financial decisions and collaborating on a financial plan that considers short-term and long-term goals.
Millennial Wealth believes in passive investment management. Young professionals all have time on their side to take full advantage of the power of compounding.
We believe in keeping investment costs low, tax efficiency, understanding mindsets around risk, and rebalancing portfolios when appropriate. We focus on maintaining oversight of what we as investors can actually control (not the market!), such as savings, spending, investing, taking advantage of tax-advantaged accounts, maximizing employee benefits, and ensuring your family is taken care of in the case of unfortunate events.
Warren Buffett said it best, “successful investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time”.
Fee-only means that our compensation comes solely from the services we provide you. We’re not compensated with commissions, kickbacks, “trails” or any other fees that aren’t directly reflected on our website. We hold ourselves to the highest fiduciary standard and aren’t conflicted with hitting sales minimums.
Our focus remains on our clients and helping them to the best of our ability without being deterred by selling products.
Yes! We designed our fee structure and service model to allow us to work primarily with younger professionals who may or may not have the assets that traditional advisory firms require in order to work with them. We believe everyone is entitled to quality financial advice. The earlier a solid foundation is built, the greater chance of building and sustaining wealth, and achieving financial goals.
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