Products and Services

At Sandy Spring Wealth Management, we believe smart personal investing requires the right combination of knowledge, products and personal attention. That's what we provide to each of our clients: individualized, personal attention from investment professionals who have the knowledge and access to products you need to pursue your financial goals.

Advisory Accounts
Fee-based asset management allows you and your financial advisor to share a common goal-to grow the value of your assets. A long term approach to investing, fee-based asset management ties your advisor's compensation directly to the performance of your account. Instead of commissions, your advisor earns an annual fee based on the market value of the account. You and your advisors concentrate on what matters most-building an investment portfolio designed to help meet your specific needs.

Alternative Investments
Diversify your portfolio with alternative strategies using non-traditional assets such as real estate, currencies, and commodities.

Exchange Traded Funds
An Exchange Traded Fund (ETF) is an investment vehicle designed to track a particular index by offering ownership in a basket of securities that replicate that index, such as the S&P 500 or the Dow Jones Industrial Average. ETFs trade like stocks on major exchanges and offer several benefits such as lower expense ratios, trading flexibility and tax efficiency.

Investing in alternative investments may not be suitable for all investors, and involves special risks including, but not limited to, the risks associated with leveraging investments, potential adverse market forces, regulatory changes, and potential liquidity. There is no assurance that the investment objective will be attained.

Principal Risk - An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs invovles additional risks: not diversified, the risks of price volatility, competitve industry pressure, international politcal and economic developments, possible trading halts, and Index tracking error.

Mutual Funds
We don't sell proprietary products, so we always give you objective reviews and recommendations.

Stocks and Bonds
We have access to stocks and government agency, municipal and corporate bonds that fit your porfolio.

Annuities
We'll help you evaluate the benefits of annuities and determine if it is the right product for your situation.

Life Insurance
Protect everything you've worked so hard to achieve, and give your family financial security with sensible, cost-effective life insurance solutions. Let us review your current coverage to make sure it's right for your needs.

Long-Term Care
Chances are, you or someone in your family will need long-term care at some point in the future. The LPL Financial Advisors at Sandy Spring Wealth Management can help you plan for that possibility, or at the very least, help you understand the options that are available to you.

Whether you're a new investor or have years of experience, we'll take the time to understand your unique circumstances and goals, and help provide the best solutions.

Why not schedule a free, no-obligation consultation with a LPL Financial Advisor at Sandy Spring Wealth Management in Maryland and Virginia right now?

Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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