Sanctuary Wealth is the advanced platform for the next generation of wealth management. Elite advisors, who have the entrepreneurial spirit to manage their own practices, can now achieve their full potential through the support of a dedicated partner, offering a complete “toolbox” of resources.
That’s what we do, and more.
Elite National Network
Through partnered independence, our advisors enjoy the freedom to deliver the tailored service their clients deserve. Backed by our technology solutions and operations platform, and supported by our community of like-minded advisors, every Sanctuary Wealth partner firm is empowered to achieve their full potential.
Our national community comprises more than 50 elite partner firms that are owned by top-performing advisors, employing more than 100 advisors. And we’re still growing.
Multi-custodian
We work with the industry’s most reputable custodians, including Charles Schwab, TD Ameritrade, Fidelity and BNY Mellon | Pershing, so our advisors can choose their preferred partner or partners And this flexibility enhances our ability to acquire valuable practices and onboard them with great efficiency.
Open Architecture
We offer a best-in-class technology stack, a complete operational infrastructure, and an open architecture environment that allows for access to an unrestricted array of investment vehicles, including unique opportunities available only through our network of partner firms.
Affiliated Businesses
We support our advisors’ needs through ancillary, owned businesses, including a global family office, a tax and accounting firm, and several other strategic affiliates, offering asset management, insurance, and outsourced business services.
Hybrid Model
We own both a registered investment adviser (Sanctuary Wealth Advisors) and our own broker-dealer (Sanctuary Securities). This value-added hybrid model enables our partner firms to conduct both advisory and brokerage business in a seamless way.
Sanctuary Wealth Founder and CEO Jim Dickson spent more than 20 years in senior positions on Wall Street, and in recent years came to the realization, like many of his peers, that the business had changed, and not for the better. He still had the fire and passion for serving clients to the best of his ability, but he was increasingly disillusioned with how there was a cultural shift towards managing the corporate bottom line rather than helping clients achieve their evolving life goals.
Sanctuary Wealth was founded to deliver partnered independence to financial advisors who have the entrepreneurial drive to be business owners —not employees – and the desire to run their own firm with a true client focus.
Sanctuary has created a platform of innovative best-in-class solutions and services, which attracts elite, high performing advisors.
Launched in 2018, Sanctuary Wealth has quickly grown to be a national network by attracting advisors who saw tremendous value in our model of partnered independence as the opportunity to establish and own their own firm.
We continue to add new and established advisors to our network, expanding both nationally and in select international markets, increasing the value of our business model and the services we provide.
If you’re an advisor looking for ways to grow your business faster, operate your practice more profitably, protect and serve your clients with greater ease, then I invite you to consider the Partnered Independence we offer through the Sanctuary Wealth network. This is a unique model that allows you to own and manage your own business while also being partners in something bigger than yourself.
Through the Sanctuary Wealth platform, we work with advisors to either launch their own independent advisory firm or we partner with them to accelerate the growth of their existing practice. We believe in helping you create real value. That’s why our advisor-focused model was designed to enable you to offer objective advice, to properly serve your clients’ best interests, and to add much-needed expertise and support services.
Freedom & Flexibility
We deliver the independence to build your firm as you envision, empowered by the flexibility to focus on the outcomes you desire. And we ensure you will have the control to serve your clients to their complete satisfaction.
Culture & Community
You will be part of an invaluable network of peers well-positioned to share new, unique revenue-generating opportunities, benefiting from a collegial culture that emphasizes service, trust and transparency.
Growth
Supported within our partnered ecosystem of resource partners, you will be able to concentrate on growing your business, supplemented by the services and new revenue opportunities we deliver for you and your clients.
Innovation
In the constant pursuit and cultivation of best practices, we aim to provide our partner firms with the latest technology as well as the novel thought leadership that propels our industry forward.
When an individual investor is looking for a financial advisor for their family, and maybe their business, it is a serious decision, bearing a heavy responsibility. An advisor’s competency at the basics of financial planning and investment management are table stakes – and we believe every investor needs three things:
Commitment. Accountability. Expertise.
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Commitment
Commitment
At Sanctuary Wealth, we’ve built our network by identifying advisors who can deliver more – and that begins with the way they approach their client relationships, the manner in which they safeguard their clients’ assets, the level of commitment they bring to every family member.
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Accountability
Accountability
We recruit only top-performing advisors who have demonstrated the entrepreneurial spirit to own their own firms – so that they may serve their clients, without corporate restraint, and to their fullest potential. These advisors embrace the accountability of being their clients’ steward, fiduciary and advocate.
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Expertise
Expertise
Your Sanctuary Wealth advisor is your trusted guide, a true partner in your success, whose expertise, practical experience and advanced credentials have been greatly enhanced by the personal investment they make every day in serving your best interests.
When you choose to work with a partner firm from the Sanctuary Wealth family, you’re assured of an elevated experience from an elite professional team.
April 20, 2022
Connected, Everything’s Possible
Sanctuary Wealth’s Regional Events promote business growth by providing the opportunity to share actionable ideas and foster value-added relationships.
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July 02, 2021
Sanctuary adds $1.22b ex-Merrill Lynch team
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June 28, 2021
$1.2B Merrill Team Breaks Free to Broaden Clients' Investment Access
Sanctuary Wealth says it has helped yet another team of Merrill Lynch financial advisors with more...
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