Crestview-Backed Modern Wealth Acquires Sanchez Wealth
The Jacksonville advisory team brings nearly $710 million in client assets and adds another Florida office to Modern Wealth’s network.
Modern Wealth Management, backed by Crestview Partners, acquired Sanchez Wealth Management Group, a Jacksonville, Florida-based wealth advisory practice with nearly $710 million in client assets. Founder Christen “Chris” Sanchez has spent more than 25 years building the practice, which advises households on investments, retirement planning and estate planning considerations.
He joins Modern Wealth with a team that includes Josh Mandelkorn, Dawn Nicoles and Alexandria Sanchez. The acquisition gives Modern Wealth a Jacksonville presence following its purchases of Legacy Wealth Management in South Florida and Flaharty Asset Management in the Clearwater and Greater Tampa Bay area.
Deal facts
- Target
- Sanchez Wealth Management Group
- Acquirer
- Modern Wealth Management
- Backed by
- Crestview Partners
- Deal type
- Add-on
- Announced
- Thursday, September 10, 2026
Sources
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