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Aerial Wealth Advisors

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Farmington, NM
Aerial Wealth Advisors

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At Aerial Wealth Advisors, our goal is to offer financial insights.

Led by Jim and Megan Sandbothe, our team’s diverse experiences, from military precision to strategic financial planning, serve to help guide you in building a financial plan for your future. To learn more about Aerial Wealth Advisors, visit our website at www.aerialwealthadvisors.com

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Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer
and investment advisor, member FINRA/SIPC. CA Insurance License

Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.

11/02/2026

Mike Collette’s CFO said PatientPoint was three weeks from shutdown. Here’s how he built a point-of-care giant and later bought the rival that fooled investors.

10/27/2026

🎓 Excited to Share Some Professional News!
I’m honored to announce my acceptance into the Master of Taxation (MTAX) program at the University of Denver’s Sturm College of Law, beginning Spring 2027!
I’m also grateful to have received a merit-based scholarship in recognition of my academic and professional achievements.
The University of Denver’s Graduate Tax Program is recognized as one of the oldest and most recognized programs of its kind in the country.
After 20 years in financial services, including 14 years as a CFP® professional, I’ve become increasingly convinced that the future of wealth management will be shaped by sophisticated, comprehensive tax planning strategy.
For high-net-worth individuals and families, taxes can be one of the most significant factors affecting long-term financial outcomes. Decisions surrounding investments, retirement, business ownership, estate planning, and wealth transfers can have substantial tax implications that extend across generations.
I believe the greatest value a financial advisor can provide goes beyond managing investments. It’s about helping clients make thoughtful, coordinated financial decisions that consider not just how wealth is accumulated, but how much is ultimately preserved and passed on.
I’m excited to deepen my knowledge in taxation and bring an even greater level of insight and sophistication to the families I serve.
The learning never stops!

Neither Aerial Wealth Advisors nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

10/13/2026

The best leaders don’t just build successful organizations—they build people who go on to succeed at the next level.

When I attended Gonzaga University from 2002–2005, I quickly became a Bulldogs basketball fan. At the time, Gonzaga had sent four players to the NBA, two during Mark Few’s tenure. Since then, 30 more Bulldogs have reached the NBA under his leadership.

That kind of sustained success doesn’t happen by accident. It comes from consistent leadership, intentional talent development, and a culture where excellence is expected.

Coach Few didn’t simply build winning teams. He built a program that attracts talent, develops people, and prepares them for long-term success—principles that apply just as strongly in business.

That’s how I feel about &Partners. It’s a culture built on leadership, development, and excellence—and one where I, too, can contribute and be part of something special.

As the NBA season tips off, I signed up for a quarter-season package to watch the Denver Nuggets. It was an easy decision: I get to watch one of the league’s best, Nikola Jokić, while cheering on former Zags Julian Strawther and Ryan Nembhard.

More than 20 years after graduating, I’m still seeing the impact of Gonzaga’s culture of excellence.

Great leadership isn’t measured only by today’s results. It’s measured by the people you develop and the success they achieve tomorrow.

Proud to be a Zag—and proud to be part of the culture at &Partners! 💙❤️🏀

10/06/2026

We’re excited to welcome Greg Opperman to the Aerial Wealth Advisors team as our new Client Associate!

Greg joined us on August 17 and brings 20 years of experience in the hospitality industry, along with the dedication and team-first mentality he developed while serving as a United States Marine.

In his new role, Greg will be a go-to resource for our clients, helping with day-to-day service needs, questions, and account support. Greg is a Golden, Colorado native and works remotely from Denver, while also spending time regularly in our Farmington office.

Outside of work, Greg is a big sports fan and especially enjoys wrestling, rugby, and professional football.

We’re excited to have Greg on the Aerial Wealth Advisors &Partners team and look forward to introducing him to our clients.

Welcome to Aerial, Greg!

10/05/2026

Bloomberg MLIV strategist Mark Cranfield warns 10-year Treasury yields could climb to 6% as Federal Reserve policy, elevated oil prices, and geopolitical tensions maintain upward pressure.

09/28/2026

Ask someone whether they’ve completed their estate plan, and they’ll point to a will or trust. Often, that’s only part of it. Many of a family’s largest assets — retirement accounts, life insurance, annuities, a transfer-on-death account — pass by beneficiary designation, not through est...

09/28/2026

Data-center spending is greater than that for canals, railroads and grid combined—creating jobs and stock-market wealth, while boosting inflation and crowding out housing.

09/22/2026

Don’t obsess about the crude price and don’t think this crisis is like its predecessors.

09/16/2026

Extreme performance in one type of investment may increase your risk. In the new issue of Prism Brief, the &Partners Investment Team recommends managing any imbalances caused by large returns in any one part of your portfolio.

09/02/2026

Explore decision-making books that offer practical frameworks, psychological insights, and strategies for making smarter choices every day.

Address

6582 East Main Street
Farmington, NM
87402

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Telephone

+15054820698

Website

https://www.aerialwealthadvisors.com/

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