Sanchez & Zures, LLC

Sanchez & Zures provides investment management and written financial planning primarily to individual and high‑net‑worth clients, with a stated account minimum of $250,000 though smaller accounts may be accepted. Services include customized portfolio construction, ongoing portfolio review and rebalancing, and written financial plans that address cash flow, retirement, estate and education planning as well as federal and state tax return preparation.

The firm follows a generally passive, indexed investment approach that emphasizes strategic asset allocation implemented largely with exchange‑traded funds, and it delivers monthly performance reports and custody statements to clients. It advises on retirement-plan rollovers and states that it operates under ERISA fiduciary obligations when providing retirement advice, including providing a written Retirement Advice Disclosure to address conflicts of interest.

Distinctive features include the integration of tax and advisory services: the firm discloses tax return preparation and coordination with clients’ attorneys and accountants, and one principal holds a CPA credential alongside financial planning credentials. As a small advisory team managing a multi‑hundred‑million dollar client asset base, the firm emphasizes customized, discretionary portfolio management, coordination with other professional advisors, and a fee‑only investment management model rather than commission‑based product sales.