Matt Sandstrom, AWMA™

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Financial Planner

Matt Sandstrom, AWMA™

Matt Sandstrom prides himself on a deep commitment to helping his clients grow their wealth, businesses, and live healthier lifestyles. 

Matt possesses the unique skills to construct multi-generational financial plans and offers a fresh perspective in an industry dominated by an aging workforce. He works closely with clients to globalize their assets, focusing on legal and tax optimization. His approach emphasizes tax mitigation and wealth accumulation for their lifetime and future generations by collaborating with trusted advisors and employing a range of strategies. Before joining Socha Capital, Matt helped manage and expand the financial planning practices of two top-10 Forbes List advisors.

Matt is enthusiastic about travel, exploring new interests, and personal growth. He values discipline, culture, and giving back to his family, church and community. Outside work, you can find him at the gym, supporting Liverpool FC and the Minnesota Vikings, and exploring new culinary experiences with his fiancée. 

Matt holds a B.B.A. in Finance and a minor in Economics from the University of Minnesota-Dultuth.