For Immediate Release:
Sanctuary Wealth expands into two new markets, adding two advisory teams and $4 million in revenueJackson Hill & Fish, Southern Oak Wealth become third and fourth RIAs to join Sanctuary in June
INDIANAPOLIS, IN, June 24, 2019 – Sanctuary Wealth is pleased to announce the addition of Jackson Hill & Fish Private Wealth Advisors and Southern Oak Wealth Group to its national network of advisors. The advisors’ alignment with Sanctuary this month follows the addition of two breakaway teams in June: Enclave Wealth Advisors and Evans May Wealth, totaling almost $2 billion in new assets. With the latest additions, Sanctuary continues its rapid growth, increasing in size to over $10 billion in assets under management.
Based in Raleigh, North Carolina, Jackson Hill & Fish was founded by Clay Jackson, CIMA®; Chris Hill, CFP®, CPFA; and Ben Fish, who collectively boast nearly five decades of advisory experience. Prior to forming the RIA, Jackson, Hill, and Fish managed more than $220 million in client assets.
Southern Oak Wealth is a six-person, $310 million team in Nashville, Tennessee, led by J. Patrick Poling, CFP®, CRPC®, CPFA; Jonathan Trusty, and Ann Hollis-Young, AAMS®. Poling was named a Best-in-State Wealth Advisor by Forbes this year.
“The wealth management landscape has undergone a major transformation since I began my career in 2006, with new pressures and boundaries consistently emerging, yet clients continue to demand better service, expertise, and interaction. Sanctuary’s commitment to helping us grow, business infrastructure and company culture solved both our clients’ and our needs and made the choice to join an easy one. They will empower us to do what we do best and at a greater scale than ever,” Poling said.
“The decision to go out on our own was challenging, but once we understood what going independent might be like at Sanctuary, it was a no-brainer,” said Jackson. “We look forward to serving our clients on our own terms, knowing we have the full support of a fast-growing company led by forward-thinking industry veterans.”
“We’re thrilled by the growth we’ve experienced so far this year. Adding four quality teams representing almost $2 billion in assets in such a short period of time is unprecedented. Our expansion reflects the appeal of the Partnered Independence model that we have created. We focus on the core needs of top-performing advisors by giving them access to a wide variety of investments, sophisticated technology and meeting their capital needs.” said Jim Dickson, founder and CEO of Sanctuary Wealth.
“We are constantly adding talent and services to aid the growth of our advisors. Whether it’s tax services, practice management, commercial or investment banking, advisors know Sanctuary gives them broad and deep access to client solutions they cannot find anywhere else. That’s why talented teams like Southern Oak Wealth and Jackson Hill & Fish have partnered with Sanctuary.”
More information about Jackson Hill & Fish can be found at jhfadvisors.com.
More information about Southern Oak Wealth can be found at southernoakwealthgroup.com.
About Sanctuary Wealth
Sanctuary Wealth, a $10 billion partner-owned global wealth management firm, brings together an elite network of wealth advisors of the highest caliber, handpicked for their experience, fiduciary mindset, and unparalleled performance levels. These talented advisors operate with their clients’ best interests as their primary focus, backed by Partnered Independence℠. Partnered Independence℠ ensures Sanctuary Wealth advisors have comprehensive support in all aspects of serving their clients and growing their businesses. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, Sanctuary Wealth offers a comprehensive menu of products and services to individual and institutional clients.
Debora Lima, Director of PR