Our people

From the employees on our teams to the advisors at our partner firms, the magic of Sanctuary is found in our people. They are skilled and experienced. They have credentials and training. But what distinguishes them is their commitment and dedication to each other’s success.

IN THEIR OWN WORDS

Our Partner Firms actively participate in and uphold the culture and community that Sanctuary has fostered

Our team is ready to answer your questions

Financial Advisors

Assets under Management

Vision

Be the premier partner for elite entrepreneurial advisors, empowering them with an unparalleled platform and service that enables them to deliver exceptional client experiences. We are committed to fostering a collaborative community that thrives on shared values, ambitious pursuits, and relentless dedication to excellence and growth.

Rory O'HaraFounder & Senior Managing PartnerAusperity Private WealthMoorestown, NJ

Ben FishFounder & PartnerJackson Hill & Fish Wealth AdvisorsRaleigh, NC

Brandy M. ReichertFounder & Wealth AdvisorUpland Private WealthScottsbluff, NE

Chris KennyManaging PartnerMuirwood Private WealthWalnut Creek, CA

Our Partnership

We find and create opportunities for succession, acquisition, and, most importantly, growth – without diminishing the control our partners retain – or shifting the focus from your clients.

With Sanctuary, you retain control of your investment and service models, your people and culture, and your brand. And if you’re looking for the right strategy to carry on your legacy, we can show you an array of possibilities.