Our Origin
Aerial Wealth Advisors was born from Jim’s strategic insights and Megan’s comprehensive approach to asset management, with a shared vision of providing personalized financial guidance.
Our Mission
To offer a personalized approach to financial planning, aiming to give you a clearer understanding of your financial landscape, and work together towards achieving your objectives.
Our Core Values
We prioritize open communication and education, aiming to build strong relationships with our clients. Our approach is designed for those with global connections, seeking to create lasting legacies and foster financial growth.
Our Team
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Jim Sandbothe, CFP®
Co-Founder, Aerial Wealth Planning
Read Bio: Jim Sandbothe, CFP®
Wealth Advisor, &Partners -
Megan Sandbothe, CFP®,AAMS®
Co-Founder, Aerial Wealth Planning
Read Bio: Megan Sandbothe, CFP®,AAMS®
Wealth Advisor, &Partners -
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Annie Mosimann
Client Experience Associate, Aerial Wealth Planning, &Partners
Read Bio: Annie Mosimann
