Credo Wealth Management advisory firm joins Sanctuary WealthSan Francisco-based team is sixth team to join in less than two months
INDIANAPOLIS, IN – July 29, 2019 – Credo Wealth Management, the independent investment advisory team led by industry veteran Courtney Jones, CFP®, will join Sanctuary Wealth. The San Francisco, California-based group is the sixth wirehouse team to join Sanctuary’s elite network of advisors in the past seven weeks.
Founded by Jones, Credo Wealth Management works primarily with corporate executives to consolidate, organize and plan their wealth. The firm delivers a holistic approach that integrates corporate benefits within an overall wealth management strategy. Jones previously managed nearly $100 million in assets at UBS.
“When we founded our firm, we selected a name that would reflect our unwavering commitment to serving clients to the best of our abilities and expertise. Sanctuary Wealth provides both the infrastructure Credo needs for the day-to-day and the support and guidance that empowers us to live up to our name far into the future,” Jones said.
“We’re thrilled to launch another talented team into independence,” said Jim Dickson, Sanctuary Wealth CEO and founder. “Credo Wealth Management’s commitment to serving the best interests of their clients is directly aligned with the values Sanctuary Wealth espouses and our Partnered Independence model will enable them to reach their full potential.”
More information about Credo Wealth Management can be found at credowm.com.
About Sanctuary Wealth
Sanctuary Wealth, an $8 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