Wealth management · In partnership with Sandhill Wealth Management

Wealth Management

Your real estate is only part of the picture. For clients with $50,000 or more to invest, we introduce you to David Gulacsy of Sandhill Wealth Management for a complete, personal plan — retirement, taxes, protection and legacy — not just a portfolio of stock picks.

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Wealth Management

A whole-picture plan, not a stock-picking service

Many investment managers stop at choosing funds. The people we work with — business owners, property owners, families who just sold a building — need more than that: one plan that ties together retirement accounts, tax strategy, insurance, estate planning and the real estate they already own. That is what Sandhill Wealth Management builds, one client at a time. We make the introduction, stay involved on the real estate side, and keep everyone working from the same plan.

Who it's for

  • People with $50,000 or more to invest — from savings, a business, a property sale or an inheritance
  • Anyone who wants a plan for their whole financial life, not a stock tip
  • Business and property owners who want their real estate inside the plan
  • Anyone thinking seriously about retirement, taxes or what they leave behind
Your advisor
David Gulacsy David GulacsyFounder & President, Sandhill Wealth ManagementWinter Park, Florida

David spent nine years as a financial advisor at Morgan Stanley Smith Barney, where he earned the Certified Planning Specialist (CPS) designation, after starting his career as a residential mortgage lender at Bank of America. He founded Sandhill Wealth Management in 2018 as a fiduciary firm built on trust and full transparency, and works with individuals, couples, families, small businesses and nonprofits.

Visit sandhillwealth.com ↗David on FINRA BrokerCheck ↗
The approach

Sandhill's planning is holistic: it looks at everything you own and everything you want, not one account at a time. It is built around three objectives and a seven-step process that covers your whole financial life.

01AccumulateGrow your wealth with a plan built around your goals, your timeline and the risk you are comfortable with.
02ProtectInsurance, risk management and tax strategy that help you keep more of what you build.
03Leave a legacyEstate planning, trusts and giving, so your wealth goes where you intend.

The seven-step process

  1. Evaluate where you standA full inventory of what you own — accounts, real estate, business interests — so the plan starts from an accurate baseline.
  2. Set goals and prioritiesRetirement, a home, education, paying down debt, travel — each goal defined and put in order.
  3. Manage your assetsAsset allocation, diversification and cash flow matched to your risk tolerance, and rebalanced over time.
  4. Plan for taxesIRAs, 401(k)s, Roth conversions, HSAs, 529 plans and estate taxes, working together instead of in isolation.
  5. Manage riskInsurance and estate planning that protect what you have built.
  6. Review regularlyQuarterly and annual reviews that keep the plan on track as your life, the markets and the rules change.
  7. Keep you informedClear explanations of the trade-offs, so every decision is one you understand.
What your plan covers
Retirement planning401(k), Roth, SEP, Solo 401(k) and IRA strategy — and the income plan that goes with it.
Tax strategyRoth conversions, HSAs, 529 plans and smart account placement to keep more of every dollar.
Portfolio managementDiversified portfolios matched to your risk tolerance and rebalanced over time, held at Charles Schwab.
Insurance & protectionLife insurance and long-term care coverage reviewed as part of the whole plan.
Estate & legacyWills, trusts, beneficiaries and charitable giving, coordinated with your attorney.
Your real estateProperty values, 1031 exchanges and sale timing from our team, built into the same plan.
How the introduction works
Tell us your goalsA short form on this page — about two minutes.
Meet DavidWe make a personal introduction and set up a first conversation, with no obligation.
Build your planA full review of where you stand and a written, goal-based plan.
Stay on trackRegular reviews with David, and our team on anything real estate.
Start a request

Start the conversation

Tell us a little about your goals. We will reach out within one business day and set up your introduction to David.

AXCESS Commercial is a commercial real estate team. We are not a registered investment adviser, broker-dealer or insurance agency and do not provide investment, tax or legal advice; we introduce interested clients to David Gulacsy of Sandhill Wealth Management. Jose Rueda of AXCESS Commercial is also associated with Sandhill Wealth Management in a non-advisory, client-relations role. He is not a licensed investment adviser representative, registered representative or insurance agent, and does not provide investment advice. Investment advice is provided only by David Gulacsy through Sandhill Wealth Management, LLC. Investment Advisory services are offered through Sandhill Wealth Management, LLC. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Insurance sales are offered through David Gulacsy, as an independent insurance agent. Sandhill Wealth Management, LLC and Fortune Financial Services, Inc. are unrelated companies.

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