Modern Wealth Management has acquired Sanchez Wealth Management Group, which manages nearly $710 million in client assets. This acquisition marks Modern Wealth's continued expansion in Florida, giving it a presence in Jacksonville. The Sanchez team will benefit from access to centralized resources while maintaining their household-focused service model. This transaction also addresses continuity and succession for Sanchez Wealth.
Company Information
Company
Modern Wealth Management
About
Modern Wealth Management is a national registered investment advisory (RIA) firm reimagining the delivery of financial advice. Co-Founded by former United Capital executives Gary Roth, Mike Capelle and Jason Gordo, Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Strategically acquiring high-growth RIAs across the country, Modern Wealth plans to establish regional offices in key locations spanning the United States. To learn more about Modern Wealth’s next generation platform and advice delivery model, please email info@modwm.com or visit modwm.com.
Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Past performance is not necessarily indicative of future results.
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70% of M&A integrations take 12-24 months to complete
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Frequently asked
Who acquired Sanchez Wealth Management?
Sanchez Wealth Management was acquired by Modern Wealth Management. The deal was reported on September 17, 2026. Modern Wealth Management is a national registered investment advisory (RIA) firm reimagining the delivery of financial advice. Modern Wealth Management is privately held and operates in Financial Services.
When did Modern Wealth Management acquire Sanchez Wealth Management?
Modern Wealth Management's acquisition of Sanchez Wealth Management was reported on September 17, 2026. Modern Wealth Management has acquired Sanchez Wealth Management Group, which manages nearly $710 million in client assets. This acquisition marks Modern Wealth's continued expansion in Florida, giving it a presence in Jacksonville. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Sanchez Wealth Management do?
Sanchez Wealth Management is a Jacksonville-based firm specializing in wealth management services. They serve a diverse clientele, providing expert investment guidance and financial planning. The firm has established a solid reputation in the regional market. It is privately held, operating in Financial Services, and is based in Jacksonville.
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