WHO WE ARE
Welcome to Sanctuary Wealth, your personal bridge on the journey to a more secure and satisfying future.
Our vision is to help select Advisors build the lives they’ve dreamed, applying their professional expertise to serve clients with full transparency, outstanding operational and platform support, and a true sense of entrepreneurship. As an equity owner in Sanctuary Wealth, you are the heart, soul, and voice of the business. Unlike the large wirehouses, we manage bottom up; our best ideas come from the partners who define the firm and its direction. At Sanctuary, you will find the camaraderie and intellectual stimulation that come from working with the highest caliber of Advisors in the wealth management industry.
As an owner of Sanctuary, you are the heart, soul, and voice of the business.
Sanctuary, a division of Noyes, a 110-year-old firm, is led by Jim Dickson, long one of the most admired and successful leaders in the industry. As President of Noyes and visionary of Sanctuary, Jim is your partner on the journey you’ve always wanted – one rich in client service capabilities and free of the constraints and controls that limit larger firms. As a member of Sanctuary Wealth, you join a group of like-minded entrepreneurs whose collective voice runs the business today and will shape its future.
Why Sanctuary Wealth Partners?
Jim Dickson, President and Founder, shares his perspective on the numerous benefits Advisors enjoy when they experience partnered independence by joining the Sanctuary team of partners and owners.
What is it like to transition to partnered independence?
Discover the seamless transition of Sanctuary’s inaugural independent team, Cooke Financial Group. Chris and Brian Cooke have been recognized as Forbes’ 2018 Best-in-State Wealth Advisors for Indiana and manage more than $1.7B in assets.
Economies of Scale
With billions of dollars in assets, we can leverage economies of scale as we source the best service platform for you and your clients. This means we can negotiate more favorable pricing, enable greater customization and empower you to serve your clients with a wider range of quality options.
Best-In-Class Firm Support
We want your transition to Sanctuary to be seamless, of course, but more than that, we want your entire experience as a partner to be outstanding. That’s why we support our Advisors with every aspect of their business, including marketing, public relations, business practices, finance and technology. We even partner with a dedicated real estate firm in order to help you secure your office and set it up most effectively. And, to help safeguard your clients’ assets, we provide custody and clearing services from the leading firms in the business, including Schwab, First Clearing, and Pershing.
Independence allows us to be nimble and adopt new technologies faster than you might at a traditional wirehouse. We are free to select the most advanced technological resources and seamlessly update our capabilities for the benefit of all partners and their clients. Sharing of best practices, including innovative technologies, is simply how we do business.
With independence comes freedom of choice. You can be confident that we select only the strongest strategic partners to offer to our select network of Advisors. Our partnerships with specialists in the financial services industry provide access to a fully integrated platform that empowers Advisors to focus first and foremost on their clients.
At Sanctuary, you are a partner, and just as important, an equity owner and decision-maker in the firm. You can expect to share fully in its growth and success, while unlocking the value in your own business, if you choose. Advisors find this arrangement often produces greater long-term value and a more attractive payout than other business structures, either as part of a wirehouse or independent RIA.
When you join Sanctuary Wealth, you can be confident you are joining an exclusive firm of only the best of the best. Rigorous selection standards ensure that all Sanctuary partners are experienced, possess the utmost integrity, and most important, ascribe to the same principles we do. You join as an owner; as your fellow partners and colleagues, we are committed to presenting a singular reputation of excellence in the marketplace.
We’re run by Partners, for Partners.
Board of Directors
Board of Directors