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Sanchez Wealth Management Group

In PWD coverage since September 10, 2026 · 6 stories

3Deals on our tracker

1Moves on the wire · 12 months

Talent flow · 12 monthsOn the wire →

Advisor

Aug 30 · team liftout

Deal recordFull tracker →

Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage

Sep 9, 26Deal announcedModern Wealth Management · $710 — coverage

Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage

PWD coverage

Moves

OnePoint and Modern are buying channels, not Florida

OnePoint's third Northwestern Mutual team in eight months and Modern's third LPL book in five months say more about mid-market sourcing than about the Southeast.

advisor_note · Sep 10A zero-fee custody pitch turns due diligence upside down

the_wrap · Sep 10EQT opens its Asia buyout book to individuals

the_tape · Sep 10Aggregators are buying the teams now

M&A · Sep 10Modern Wealth buys exits, and absorption is the constraint

exit · Sep 10A $710 million exit where the founder stays put

Sanchez Wealth Management Group

OnePoint and Modern are buying channels, not Florida

The Morning Brief