Modern Wealth Grows Florida Footprint With $710 Million Jacksonville Team
We are excited to announce that Modern Wealth Management is continuing to expand across the Sunshine State with the acquisition of Sanchez Wealth Management Group. Based in Jacksonville, Florida, this partnership brings nearly $710 million in client assets to our firm.
Extending Our Reach Across Florida
The addition of Sanchez Wealth establishes a presence in Jacksonville and further extends our reach across the state, following our entry into Florida through the acquisition of South Florida’s Legacy Wealth Management and our subsequent expansion into Clearwater and Greater Tampa Bay through Flaharty Asset Management.
A Multigenerational, Household-Focused Practice
Sanchez Wealth was founded by Christen “Chris” Sanchez, CFP®, CFS, AIF®, who has spent more than 25 years building a comprehensive wealth management practice centered on serving entire client households. Chris is joined by Josh Mandelkorn, CFP®, his sister Dawn Nicoles, CFP®, BFA™, RICP®, and his daughter Alexandria Sanchez, bringing a family business dynamic to a practice built around long-term client relationships. The team advises across investment management, retirement planning, estate planning considerations, beneficiary designations and other components of clients’ broader financial picture, with particular emphasis on proactive communication and financial education.
Leadership Perspectives
“We built this firm with a simple philosophy: take care of the client first, take care of the team second, and the firm will take care of itself,” Chris Sanchez said. “As we thought about the next chapter, continuity was incredibly important. We wanted to know that the firm, our team, and the relationships we have built would be here for our clients and their families long into the future. Modern Wealth gives us that continuity while preserving the personal, household-focused approach that has defined us from the beginning.”
Chris added, “For me, this isn’t about stepping away; it’s quite the opposite. I believe this can add years to my career because it gives me more time to do what I actually love: helping clients solve complex problems, coaching them, educating them, and being there for their families. Modern has already built much of the technology, infrastructure and support that would have taken us years to develop on our own, and that allows our team to focus our energy where it matters most.”
Our President and Co-Founder, Jason Gordo, pointed to the natural cultural fit:
“Chris and his team have built a business with deep client relationships, a highly personal service model and a culture built to last,” Gordo said. “Their household-first approach and emphasis on education align naturally with the way we believe comprehensive advice should be delivered. Jacksonville also represents an important addition to our growing Florida presence, giving us another strong local team as we continue building scale throughout the state and across the country.”
About Modern Wealth Management
To learn more about Modern Wealth Management services and our new Jacksonville office, please explore our website or contact us directly.
Investment advisory services offered through Modern Wealth Management, LLC, a Registered Investment Adviser.
The views expressed represent the opinion of Modern Wealth Management a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.