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What is partnered independence...

Freedom to build your firm as you envision,

with the flexibility to truly focus on serving your clients
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Sanctuary
Wealth

Providing the freedom, flexibility and control of owning your own business, without giving up the support, infrastructure, platform and integration you rely on at a large bank or brokerage firm.

Sanctuary Wealth is the advanced platform for the next generation of elite advisors who have the entrepreneurial spirit to build and manage their own practices, and want the all-encompassing support of Sanctuary to achieve their full potential. By creating an ecosystem of partnered independence, Sanctuary provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses all designed to empower each partner firm.

Advisors Looking
to Break Away

Are you feeling boxed in at a large bank or brokerage, unable to provide everything your clients need? Our platform will give you the freedom and flexibility you crave.

Advisors Looking
to Break Away

Advisors Looking
for Resources

Do you need an institutional platform to alleviate your back-office burdens and allow you to focus on your clients? Our platform delivers the solutions you need without infringing on your independence.

Advisors Looking
for Resources

Advisors Looking
for Growth

Do you see your best opportunity being driven by an acquisition? Whether you’re buying or selling, we have the strategic capital to power the transaction and add our ownership expertise to the equation.

Advisors Looking
for Growth

Advisors Looking
for an Exit Strategy

Are you thinking about your next act but don’t have a succession plan? We can solve your exit strategy with introductions within our networks and our industry contacts or through a direct acquisition.

Advisors Looking
for an Exit Strategy

Advisors Looking
to Break Away

Advisors Looking
to Break Away

Are you feeling boxed in at a large bank or brokerage, unable to provide everything your clients need? Our platform will give you the freedom and flexibility you crave.

Advisors Looking
for Resources

Advisors Looking
for Resources

Do you need an institutional platform to alleviate your back-office burdens and allow you to focus on your clients? Our platform delivers the solutions you need without infringing on your independence.

Advisors Looking
for Growth

Advisors Looking
for Growth

Do you see your best opportunity being driven by an acquisition? Whether you’re buying or selling, we have the strategic capital to power the transaction and add our ownership expertise to the equation.

Advisors Looking
for an Exit Strategy

Advisors Looking
for an Exit Strategy

Are you thinking about your next act but don’t have a succession plan? We can solve your exit strategy with introductions within our networks and our industry contacts or through a direct acquisition.

The Pillars of our Business

Freedom & Flexibility

We deliver the independence to build your firm as you envision, empowered by the flexibility to focus on the outcomes you desire. And we ensure you will have the control to serve your clients to their complete satisfaction.

Culture & Community

You will be part of an invaluable network of peers well-positioned to share new, unique revenue-generating opportunities, benefiting from a collegial culture that emphasizes service, trust and transparency.

Growth

Supported within our partnered ecosystem of resource partners, you will be able to concentrate on growing your business, supplemented by the services and new revenue opportunities we deliver for you and your clients.

Innovation

In the constant pursuit and cultivation of best practices, we aim to provide our partner firms with the latest technology as well as the novel thought leadership that propels our industry forward.

Success Stories

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Sanctuary has provided a network of other best in class advisors from around the country. Their experience and their idea-sharing have made us better – made our offering better – and we couldn’t do it without them."

Elizabeth Evans CFP®

Managing Partner, Evans May Wealth
Board Member, Sanctuary Wealth

News & Insights

January 12, 2021

Ohio Team Joins Sanctuary After Merrill Closes Branch Office

The former Merrill Lynch team, led by advisor Lars Olson, wanted to stay in Marion, Ohio, to be part of the town’s revitalization, so they decided to go independent with Sanctuary Wealth.

Read More

January 12, 2021

Sanctuary Wealth enters Ohio by adding $435m Merrill Lynch team

With the addition of Alluvial Private Wealth in Marion, Ohio, Sanctuary has expanded its footprint to 18 states.

Read More

December 09, 2020

Succession Planning Part 3 – Impact On Yourself

Today, I would like you to think about yourself – your long career, your years of hard work, and your many accomplishments.

Read More

Why Sanctuary

Jim Dickson

Chief Executive Officer and Founder

Vince Fertitta

President, Wealth Management

The Sanctuary Platform exemplifies ‘the whole is greater than the sum of its parts’ because all the solutions, services and support we provide are elevated by our entire collaborative network itself."

Vince Fertitta,

President, Wealth Management

Partnered Independence is a unique model that allows you to own and manage your own business while also being partners in something bigger than yourself. Don’t get boxed in. You and your clients deserve more."

Jim Dickson,

Chief Executive Officer and Founder

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