A New Private Wealth Firm, Sandro Wealth Empowers Advisors to Win the Top 10% of Wealthy Clients
NEW YORK, May 28, 2025 -- Garrett D'Alessandro former CEO of Rochdale has launched Sandro Wealth, a private wealth firm that partners with elite financial advisors to help them win and retain HNW clients. Bringing together a proven Rochdale leadership team, Sandro Wealth empowers elite advisors to deliver investment and wealth services and solutions that meet the needs of the top 10% of wealthy clients.
"We created Sandro Wealth to provide elite advisors an opportunity to capture significant market share in the high-net-worth space, by providing them with the investment solutions and advisory services expected by private bank clients," said Garrett D'Alessandro, Founder, CEO and Co-Chief Investment Officer. "Our leadership team has partnered with elite advisors on investment management for over twenty years. We've created a new business model that brings together multiple services required to deliver private banking clients what they expect, to achieve their goals. Sandro Wealth is filling a critical gap advisors face when trying to differentiate and grow their practices in the high net worth and ultra-high net worth segments."
Partnering with Sandro Wealth, advisors have access to sophisticated expertise, advisory solutions, and a trusted partner network, to offer clients a full suite of sophisticated, private client solutions including:
- Investment management - using the Total Portfolio Approach
- Private market investment strategies
- Advanced estate planning
- Business succession planning
- Asset protection and risk management
- Banking-as-a-Service
Learn more about Sandro Wealth's innovative business model and services at sandrowealth.com.
About Sandro Wealth
A private wealth firm, Sandro Wealth, empowers elite financial advisors to win high-net-worth clients by delivering sophisticated investment and wealth advisory solutions. Built on decades of industry experience, Sandro Wealth delivers private wealth advisory solutions and a Total Portfolio Approach to create an exceptional advisor and client experience and provide a comprehensive wealth platform. Advisors partnering with Sandro Wealth gain access to a suite of solutions: investment management, private markets investments, advanced estate planning, risk management and asset protection, business succession planning, and Banking-as-a-Service — all through one trusted relationship. sandrowealth.com
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