Sandbox Financial Partners
Sandbox Financial Partners

Sandbox Financial Partners

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Service type
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Introduction
My name is Rachael and I have been in the Investment and Wealth Management world for 25yrs. I have worked with some of the largest investment management firms, and pivoted to a boutique, concierge and independent practice where I am a fiduciary, and offer best in class holistic investment and financial planning to clients. What differentiates us? We listen to our clients and address their unique needs. We are equally credentialed and experienced as those at large firms - in fact, most of us came from those firms! We are completely independent and unbiased. We are fee based, and not compensated by commissions. We quarterback relationships with your Estate Attorney, CPA, bookkeeper etc. and if you do not have those professionals, we can assist with you establishing the best team for your needs, without bias. We develop a plan that maps to your needs, and always look out for your best interests. We care. Our philosophy: Provide you with the confidence, empowerment and freedom so that you can Live More, and Worry Less. I look forward to learning more about you and how we can support your next chapter!
Overview

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15 employees

10 years in business

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Projects and media

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Projects and media

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Reviews

Customers rated this pro highly for work quality, responsiveness, and professionalism.

5.0

3 reviews

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Alex M.
Jul 12, 2022
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Lori R.
Jul 12, 2022
Rachael is thorough and responsive and really helped me focus on my financial goals.
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GM S.
Jul 12, 2022
She was knowledgeable and professional. She took the time to discuss market volatility and listened to our concerns.
Credentials
Background Check

Rachael Decosta

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