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...
through supported access resources, solutions and affiliates
What is partnered independence...
to drive greater profitability
Providing the freedom, flexibility and control of running your own business, with a platform, technology infrastructure, and service program that surpasses what’s available from 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.
June 13, 2022
Sanctuary CEO Willing to Pay 'Huge Premiums' For These Kinds of Advisory Firms
Sanctuary Wealth CEO Jim Dickson talks about what he sees in the RIA M&A landscape, what he looks for in an acquisition target and where he thinks the industry is headed.
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June 09, 2022
Mindy & Louis Diamond Invite Jim Dickson On Their Podcast
Jim Dickson was invited on the Diamond Consultants podcast and had a great conversation exploring how Sanctuary is redefining the independent space, making it more accessible and full of opportunities. Listen to the episode here!
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May 02, 2022
Retirement Options For Financial Advisors
How to sell your practice to your team
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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 operate 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 by our array of resource partners, you will be able to concentrate on growing your business quickly, 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 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
Jim Dickson
Chief Executive Officer and Founder
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. Together, we can help you run your practice with greater ease, be more efficient and more profitable, and achieve your growth goals more quickly. All this means you get you to enjoy your life more."
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