Sanchez Gaunt Capital Management, LLC.

Sanchez Gaunt Capital Management, LLC. We offer comprehensive financial planning, investment management, and retirement strategies designed to help you achieve your financial goals.

Our personalized approach ensures your portfolio aligns with your unique needs and aspirations. As CEO of Sanchez Gaunt Capital Management, LLC, Jon and his team manage over $325 million in client assets (as of January, 2025). With over twenty years’ experience in the financial services industry, he is a veteran of the securities business. Jon specializes in the vast and complicated areas of retir

ement and wealth building by utilizing stock market investments, real estate and small businesses. Jon has created, bought or sold over 20 businesses. His professional qualifications are:

• Bachelor’s Degree, Business Administration - University of Phoenix
• FINRA Series 7 General Securities Representative Registration
• “NASAA” Series 63 Uniform Securities Agent State Law Registration
• Life, Disability and Long Term Care Insurance and Variable Contract
• Personal Wealth Coach
• Author
• Radio Host
• Television Personality

Jon is a portfolio manager, author, radio host, television personality and public speaker, with a life’s passion for helping people. He is the host of the Jon Sanchez Show, a daily investment radio program. Each day, the Jon Sanchez Show can be heard live, throughout the State of Nevada, from 3 pm - 4 pm on Newstalk 780 K.O.H., as well as live, daily stock market commentary. Jon recently authored his book, “The 3 Pillars of Life,” a blueprint for structuring your personal life, business life and personal wealth. His new passion for cattle ranching led him to create Angus Meat Company of Nevada, LLC, which features various beef products. He enjoys all aspects of the outdoors, including horseback riding, fishing in the rivers and lakes of the high Sierras, scuba diving, snow skiing, snowmobiling and dirt bike riding. In his free time, Jon is a volunteer fire fighter in Alpine County, California. Jon resides with his wife and three children in South Lake Tahoe and commutes to his office in Reno, Nevada. Jon Sanchez is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive Suite 200 San Diego, CA 92130. Sanchez Gaunt Capital Management, LLC and IFG are not affiliated entities. Information provided is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. Because securities vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third part website, you are leaving our site and assume total responsibility for your use of these sites. Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, ID, IL, LA, MT, NV, OH, SC, TX, UT, VA, WY.

Which is the final word: your beneficiary designations or your will?Your beneficiary designations. In almost every circu...
06/25/2026

Which is the final word: your beneficiary designations or your will?

Your beneficiary designations. In almost every circumstance, it’s beneficiary designations.

It's one of the most overlooked facts in estate strategies. The beneficiary forms on file for your retirement accounts, insurance policies, and other accounts are legally binding—and they almost always override whatever your will says.

A former spouse still listed on a retirement account can inherit it. Someone written out of your will entirely can still receive an insurance payout. Assets intended for your children may pass to someone else because a form was never updated.

This applies across the board—even to payable-on-death bank accounts. 📋

The good news: a beneficiary review takes minutes. 💙

When did you last review yours?

Most couples spend years preparing financially for retirement.Very few have talked about what retirement will actually l...
06/24/2026

Most couples spend years preparing financially for retirement.

Very few have talked about what retirement will actually look like.

Not the number. The life.

👉 Where will you live?

👉 What will your days look like?

👉 What happens if one of you is ready to stop working and the other is not?

A 2025 Fidelity survey found that 48 percent disagree on the age they prepare to retire. And research from Ameriprise found that nearly two-thirds expect to retire at the same time, while only 11 percent actually do.

The gap between what couples assume and what they have actually discussed is where retirement quietly breaks down.

The good news is that most couples are not as far apart as they fear. They just have not had the conversation yet.

👉 If retirement is somewhere on your horizon, the most valuable thing you can do right now is not check your portfolio.

It is to sit down with your partner and start asking the questions you have both been putting off.

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. ...
06/21/2026

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. Before the sacrifices, you may not have fully understood until you were older.

Most of us only piece that together with time.

What fathers leave behind isn't just memories. It's a way of moving through the world.

A standard.

A sense of what it looks like to take care of the people who depend on you.

That's worth honoring. 👔

Happy Father's Day weekend to every father and father figure out there.

That's Abraham Lincoln's signature.It appears on the Emancipation Proclamation, signed January 1, 1863.Yet, it would be ...
06/19/2026

That's Abraham Lincoln's signature.

It appears on the Emancipation Proclamation, signed January 1, 1863.

Yet, it would be two and a half more years before enslaved people in Texas learned they were free.

They were kept in the dark on purpose.

On June 19, 1865, Union soldiers arrived in Galveston and delivered the news.

That's what Juneteenth commemorates.

It has been celebrated by Black Americans for more than 150 years and became a federal holiday in 2021. It's a day worth understanding, not just observing.

Wishing everyone a meaningful Juneteenth. 🤍

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.It doesn't.C...
06/17/2026

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.

It doesn't.

Claiming it REQUIRES A FILING WITH THE IRS within 9 months of a spouse's death.

The IRS doesn't send a reminder. The deadline just passes.

A six-month extension is available, bringing the total window to 15 months. But the clock starts the day your spouse dies, not the day you think to ask about it.

This is exactly the kind of detail that gets lost in the fog of grief and estate administration.

It's also exactly the kind of thing we watch for on behalf of the families we work with. We also help families by working with their tax, legal, and accounting professionals to make certain that paperwork is completed in a timely manner.

Father's Day is at the end of this week. Before the dinner and the gifts, there's something worth talking about.Most men...
06/15/2026

Father's Day is at the end of this week. Before the dinner and the gifts, there's something worth talking about.

Most men will show up for everyone around them without being asked. But when it comes to their own health, the appointments get pushed off longer than they should. 💚

The CDC reports that women are 33 percent more likely than men to visit the doctor and twice as likely to seek preventive care.

If there is a man in your life worth celebrating on Sunday, ask when he last had a checkup.

That conversation might matter more than any gift.

True or false: Setting up a trust means your estate will avoid probate.False. And it's one of the most common estate mis...
06/11/2026

True or false: Setting up a trust means your estate will avoid probate.

False. And it's one of the most common estate misunderstandings wealth strategists see. ⚖️

A trust doesn't protect anything the day you sign it. It has to be set up, meaning your assets need to be physically transferred into it:

▪️ Real estate titling may need to be addressed.

▪️ Bank and investment accounts need to be retitled in the name of the trust.

▪️ Insurance policies may need to be updated if the trust will be involved.

Overlooking these steps leaves the trust as an empty legal container.

Your estate may still go through probate. Creditors may still have access. The protections you prepared for may not apply.

The paperwork gets done, life moves on, so don’t let the trust get lost in the shuffle.

It happens more than most people realize. 📋

It's worth a conversation to make sure what you've built is actually doing what you intended. A trust involves a complex set of tax rules and regulations. Before moving forward, consider working with a professional who can guide you through the trust activation process.

What would you do with a windfall?A business sale. An inheritance. A bonus that lands bigger than expected.Most people a...
06/10/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

📊 Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

The most important thing you can do in the first 90 days? Maybe nothing.

Tell very few people. Then consider building a team of professionals who can offer insights and guidance.

There is rarely a cost to waiting. There is frequently a cost to moving too quickly.

Some days on the calendar mean more than others. Today is one of them. 💙If someone you love has faced a cancer diagnosis...
06/07/2026

Some days on the calendar mean more than others. Today is one of them. 💙

If someone you love has faced a cancer diagnosis, you know the journey doesn't end when treatment does. The fear doesn't just disappear. The follow-up appointments keep coming. And somewhere in the middle of all of it, there are these unexpected moments of pure gratitude that are hard to put into words.

Cancer doesn't just touch one person. It's the spouse who rearranged their whole life. The kids who grew up faster than they should have. The friends who showed up and kept showing up.

Behind every survivor is a family that went through it too.

Today is for all of them.

If you've watched a parent or grandparent navigate this disease, you already know.It changes everything, and not just fo...
06/04/2026

If you've watched a parent or grandparent navigate this disease, you already know.

It changes everything, and not just for them.

Families are often so focused on the day-to-day of caregiving that the legal and financial side quietly falls behind.

▪️ Who has the authority to make decisions if something changes?
▪️ Is there a long-term care plan?
▪️ Does anyone know where the documents are?

A power of attorney, a healthcare directive, a conversation about what care actually looks like.

These are so much easier to put in place when everyone is healthy and clearheaded than after a diagnosis.

If you have aging parents, this month is as good a time as any to start that conversation. We're happy to be part of it. 💙

Address

9160 Double Diamond Parkway, Suite 100
Reno, NV
89521

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

Alerts

Be the first to know and let us send you an email when Sanchez Gaunt Capital Management, LLC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share