Sandia Wealth Management

At Sandia Wealth Management, we believe that wealth is not just a measure of financial success, but also of the ability to fully experience life. This philosophy is at the heart of our approach to wealth management, retirement planning, and financial planning. Located in Albuquerque, New Mexico, in the shadow of the majestic Sandia Mountains, our team of experienced professionals is dedicated to helping individuals, trusts, and retirement plans achieve their long-term financial goals.

Our Firm

As a fee-only registered investment advisory firm, Sandia Wealth Management provides tailored wealth management, retirement, and financial planning services to our clients. Our team of experts, led by President and CFA, CFP, Peter Lehrman, has over 30 years of experience in the wealth management industry, assisting clients with all types of investment, retirement, and estate planning needs.

Our Philosophy

At Sandia Wealth Management, we believe that managing risk is just as important as managing for long-term returns. To achieve this, we focus on diversification within appropriate asset classes, regular rebalancing, and controlling expenses and turnover. Our investment philosophy is centered around understanding the emotional underlying factors that drive a client's investment decisions, allowing us to build a personalized plan to help them achieve their long-term goals.

Our Process

The heart of our process is the intersection of psychology and risk. By understanding the emotions that drive a client's investment decisions, we are able to build a clear and concise plan to invest and achieve their long-term goals. We take the time to get to know our clients, understanding their unique financial situations and goals, and then create an investment plan tailored to their individual needs.

Our Services

As a registered investment advisor with the U.S. Securities and Exchange Commission, Sandia Wealth Management offers a range of services, including:

• Fee-only wealth management for individuals and trusts
• Retirement and financial planning services
• Investment management and rebalancing
• Estate planning and trust services
• Consulting and coaching for businesses and non-profits

About Our Team

Our team is led by President and CFA, CFP, Peter Lehrman, who has over 30 years of experience in the wealth management industry. Peter holds a BBA in Finance from the University of New Mexico and is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is also a member of the CFA Institute, a board member of the CFA Society of New Mexico, and serves on the foundation board for the Rotary Club of Albuquerque.

Conclusion

At Sandia Wealth Management, we believe that wealth is not just a measure of financial success, but also of the ability to fully experience life. We are committed to providing personalized wealth management, retirement, and financial planning services to our clients, helping them achieve their long-term goals while managing risk and achieving long-term returns.