Lisa M.“They provided some advice, and even mentorship, that I don’t know I would have otherwise gotten anywhere else.”
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What Our
Clients Say
The questions
we hear
most often.
You’re likely a good fit if you’re looking for more than someone to manage accounts. Sano is built for people who want a steady partner—someone who understands the full picture and stays close through life’s changes. We work best with individuals, families, and business owners navigating complexity, transition, or uncertainty. If you value clarity, thoughtful guidance, and doing things the right way, we tend to work well together.
There’s no single number. What matters more is complexity and mindset. Our clients often have multiple moving parts—business interests, changing income, family considerations, or long-term planning needs—but the real fit comes down to whether you want a thoughtful, engaged partner who looks at the whole picture.
If it’s a good fit, we continue into an ongoing partnership. That means regular check-ins, proactive planning, coordination with other professionals, and a team that stays engaged as your life evolves. We don’t disappear after the plan—we stay with you as things change.
Sano is compensated through clearly defined, transparent fees. We don’t receive commissions or incentives for selling products, which means our advice isn’t influenced by anything other than what’s right for you. That structure allows us to stay focused on the long term and work hard to help you get the most out of what you’ve built.