Wealth Strategy

Take Control of your finances and learn how to win the long game
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Our Mission

Helping individuals and business owners learn how to build assets that they can use in their business and in their personal finances one client at a time.  Everyone deserves a chance to build a solid personal finance foundation that will enable them to grow with confidence and sleep better at night.    If we can make american families and businesses strong again, we will consider our mission accomplished.

Matt Sanford

Matt sanford 8507
Matt grew up in Sonoma County in rural Petaluma.  Matt graduated from UC Santa Barbara in Mechanical Engineering and went on to work in the semiconductor industry for a few years.  After an industry downturn he found work in construction and quickly adapted his engineering skills into home remodeling.  Within 5 years he was a licensed general contractor and has since then been a successful business in the San Francisco Bay Area, one of the most costly places to live.

Years of being a small business owner and studying cash flow, Matt was compelled to learn more about finances and wealth creation.   So he started to understand real estate, rentals, buy/holds, buy/flips, and eventually the financing of each type of deal.  Following sound money principles, Matt has learned that access to capital is the foundation for a solid financial future.  Why give access and control to someone else, when you need it for your expenses at home and in your business.

Matt's interest in Wealth Strategy has been growing ever since.  He has a lovely wife and two beautiful daughters, and lives in the bay area now serving families one at a time.  Spending time with family is so precious and Matt sincerely wants other families and business owners to spend time on whatever is precious in their respective lives.
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Why Choose Us? 
 

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Start with a Free Consultation With Matt

Build Capital on a tax favored basis, accessible now and for later and reduce or eliminate risk
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