Individuals
& Families
We aim to organize complex financial landscapes into a unified strategy designed to support your family's long-term objectives and legacy goals.
Pre & Post
Retirees
We provide structured income strategies and tax-aware portfolio management to assist you in transitioning from wealth accumulation to strategic distribution.
Business Owners
& Executives
We help integrate your personal wealth with your enterprise strategy, organizing complex compensation and corporate assets into a cohesive plan.
Investors &
Entrepreneurs
We offer an analytical, evidence-based approach to asset allocation designed for those who take their capital seriously and seek disciplined portfolio construction.
About The Firm
Disciplined Counsel,
Built On Trust
My name is Marcos Sanz Madera. I built my career inside the traditional banking model — seventeen years of being present in the most important financial decisions of my clients' lives. That experience gave me something no designation can: the ability to recognize when a client has capital but no strategy, income but no structure, and a future that deserves more than a product recommendation.
SANZ was not built to be another advisory practice. It was built to be the answer to a question I kept seeing: why do so many people with serious wealth still feel financially unorganized? The answer, consistently, was that they had been sold — not advised. They had accounts, but no plan. Products, but no process.