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.
What is partnered independence...
with the flexibility to truly focus on serving your clients
What is partnered independence...
and affiliates, designed to help grow your business
What is partnered independence...
equally committed to service, trust and transparency
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
Advisors Looking
for Resources
Advisors Looking
for Growth
Advisors Looking
to Break Away
Advisors Looking
for Resources
Advisors Looking
for Growth
Advisors Looking
for an Exit Strategy
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.
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
As the owner of my practice, I can give my clients the personalized service they deserve, and, as a Sanctuary partner firm, I am fully confident that my clients and my team will be well taken care of through Sanctuary’s partnered independence approach."
Robert Gilliland CRPC®
Managing Director and Senior Wealth Advisor,
Concenture Wealth Advisors
As the culture at wirehouses began to change, we knew that we needed more independence to operate better and, frankly, to keep the focus on our clients. That’s a key pillar of Sanctuary, and we’re proud to have helped build a platform that’s so valuable to advisors and their clients."
J. Christopher Cooke, CIMA®
Partner, Senior Institutional Consultant,
Cooke Financial Group Board Member, Sanctuary Wealth
By pioneering the concept of partnered independence with Sanctuary, we succeeded in creating access to best-in-class investments, resources, and support, while ensuring entrepreneurial independence for ourselves and other like-minded advisors."
Brian F. Cooke, CIMA®
Partner, Senior Institutional Consultant,
Cooke Financial Group; Board Member, Sanctuary Wealth
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
Jim Dickson
Chief Executive Officer and Founder
Vince Fertitta
President, Wealth Management
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