Sanctuary Wealth Welcomes $1.2 Billion Ultra-High-Net-Worth Breakaway from UBS
August 2025
Sanctuary Wealth welcomes Dial Square Private Wealth to its growing network of Partner Firms. The Orange County, California-based firm, with $1.2 billion in total client assets, was co-founded by Jim Chiate and Tony Guinane, CFP, CRPC, who first partnered in 2003 at Merrill Lynch before bringing their thriving UHNW practice to UBS in 2013.