Sanctuary Wealth Welcomes Soteris Private Wealth
April 2026
Sanctuary Wealth welcomes Soteris Private Wealth (Soteris) and its co-founders, Josh Erickson, CPWA, CFP, CPFA, and Rob Montierth, CFP, CPFA, CRPC. The Walnut Creek, Calif. team joins from Merrill Lynch, where it was responsible for $800 million in total client assets.