You’re a mid-to-late twenties or early-thirties professional making more money than you’ve ever made before. Perhaps you have student loans, were recently married, have excellent benefits, such as stock options, or want to start saving for that first home purchase.
You realize you need direction and clarity in your financial life because you have high aspirations for yourself 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? Maybe you want to get out of debt. 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 integrity above all else.
Meet the Team
Levi Sanchez, CFP®, BFA™
Founder, Financial Planner
Levi@millennialwealthllc.com | Ph#: (206) 207-8426 | Seattle, WA
Levi is a CERTIFIED FINANCIAL PLANNER™, and BEHAVIORAL FINANCIAL ADVISOR™. 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 girlfriend.
Partnered with XY Tax Solutions
CPA's - Tax Preparation Services
Powered by XY Tax Solutions. Advisors displaying this badge utilize the collective CPA expertise of XY Tax Solutions to provide tax preparation services to their clients.
Frequently Asked Questions
What is a fiduciary?
A fiduciary is someone with the highest ethical and legal obligation to put your interests ahead of their compensation and any other considerations. In order to do so, Millennial Wealth is only compensated on our advice and recommendations. We don’t sell any financial products in order to eliminate as many conflicts of interest as possible.
Do you work with people outside of Washington State?
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.
Why should I hire Millennial Wealth instead of planning myself?
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.
What is Millennial Wealth’s investment philosophy?
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”.
Why does being a “fee-only” firm matter?
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.
I don’t have a ton of investable assets, can I still work with you?
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.
Who is your typical client?
Our typical clients are young professionals, young families, and technology industry employees. We’ve found that this is an under-served market with several financial needs and questions that we have specifically tailored our services to. Due to the time constraints, many of these individuals and families have, they prefer to outsource their financial planning needs to professionals.