Ann-Marie Sandquist

Ann-Marie Sandquist has 24 years of experience working with high-net-worth families and firmly believes that investment management must be viewed along with financial, estate, and tax planning to maximize wealth for current and future generations.

Ann-Marie lives in Silverthorne, CO, and enjoys skiing, mountain biking, hiking, and paddle boarding with her two dogs. As well, she strongly believes in giving back to her community and currently serves as Mayor of Silverthorne.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS

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Ann-Marie Sandquist