Second Father-And-Son Advisory Team Joins Tritonpoint Partners

Matthew And Carlos Sanchez Bring Expertise In Business-Owner Wealth Planning And Divorce Planning To The Growing Independent Wealth Management Firm

CHEVY CHASE, Md.--(BUSINESS WIRE)--TritonPoint Partners has added Matthew Sanchez and Carlos Sanchez, a father-and-son advisory team specializing in business-owner and divorce-related financial planning. The move strengthens the firm's ability to advise clients through major business and personal transitions.

Based in Huntington Beach, Calif., and Indianapolis, the team works with business owners, families, and individuals facing pivotal planning decisions, from business succession and liquidity events to divorce and other significant life changes.

"We were looking for a firm that would support our growth while allowing us to remain focused on clients," said Huntington Beach-based Carlos Sanchez, explaining why he and his son made the move. "TritonPoint provides the flexibility, resources, and planning capabilities that will help us continue delivering highly personalized advice."

The Sanchez team helps clients navigate periods of significant change, when personal, financial, and business considerations require immediate attention. For Matthew Sanchez, this means bringing “clarity and structure so our clients can move forward with confidence," he said. "That's especially important when family, business, and financial concerns are all in play at once."

TritonPoint's Greg Blake sees the Sanchez team as a strong fit for the growing firm. “They’ve built a practice centered on thoughtful advice and lasting relationships,” he said. “Their experience helping clients navigate complex financial situations adds another important dimension to what we offer.”

The addition underlines TritonPoint's ongoing expansion. It also marks the second father-and-son wealth management team the firm has hired recently, following the recruitment of Richard Sichel and Robert Sichel, a father-and-son advisory team based in Princeton, N.J.

TritonPoint Partners is powered by Dynasty Financial Partners, which provides infrastructure and support to help independent advisory firms achieve scale while maintaining their independence.

About TritonPoint Partners

TritonPoint Partners is an independent advisory firm designed to empower firms with flexibility, technology, and investment resources to grow and scale. TritonPoint Partners offers a multi-custodial, open-architecture model and alternatives platform that allows advisors to customize their investment approach. The firm is led by an experienced leadership team with deep expertise in wealth management, estate planning, succession planning, asset management, operations, and investment strategy.

For more information, visit www.tritonpointpartners.com.

About Dynasty

Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence®, helping advisory firms launch, scale, and grow through proprietary and third party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries.

For more information, visit www.dynastyfinancialpartners.com.

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