Tribal member wins recognition award

By Nicole Montesano

Smoke Signals staff writer

Tribal member Levi Sanchez, who started his own wealth management company in Seattle, Washingon, in 2018 with partner Chad Rixse, has been recognized with an award for five star wealth managers by Five Star Professional. The award appeared in the February-March 2024 issue of Fortune magazine.

Sanchez and Rixse’s company, Millennial Wealth, works virtually with clients who are generally in their 30s and 40s and work in the technology field.

“(We) assist with all their financial planning needs such as equity compensation planning, tax planning, cash flow planning, insurance investments, etc.,” Sanchez said.

Since he and Rixse started the company, Sanchez said it has grown substantially and now employs three full-time staff members.

Five Star Professional, a market research company, evaluates prospective award winners and contacts them to provide information about their operations.

“To be honest, it hasn’t meant too much to the company as I don’t feel our clientele really pay that much attention to it,” Sanchez said. “It’s more so an industry insider type award for recognition.”

Sanchez told Smoke Signals in 2018 that he quit his job at Merrill Lynch Wealth Management to focus on connecting with his own generation and on being more innovative than he could at the larger company.