Conversant Wealth Management Is Latest Firm Opting for Partnered Independence with Sanctuary Wealth

2020-03-09T09:30:05-04:00

Conversant Wealth Management Is Latest Firm Opting for Partnered Independence with Sanctuary Wealth New team expands Sanctuary’s California reach and adds $255 million in client assets    Indianapolis—March 9, 2020—Sanctuary Wealth, home to the next generation of elite financial advisors, proudly welcomes Conversant Wealth Management, based in Danville, California to its growing network of advisory [...]

2020-03-09T09:30:05-04:00

Robert Gilliland Chooses the Partnered Independence of Sanctuary Wealth’s Unique Platform

2020-02-24T12:09:25-05:00

Robert Gilliland Chooses the Partnered Independence of Sanctuary Wealth’s Unique Platform Former Senior Resident Director at Merrill Lynch moves his experienced team of planning and investment professionals for launch of independent wealth management firm.   Indianapolis—February 24, 2020—Sanctuary Wealth, the advanced platform for the next generation of elite top-performing advisors, welcomes Robert Gilliland as the [...]

2020-02-24T12:09:25-05:00

$130 million Strategic Wealth Capital advisory firm joins Sanctuary Wealth

2019-09-16T11:42:05-04:00

$130 million Strategic Wealth Capital joins Sanctuary Wealth San Francisco-based RIA brings total to $2.3 billion since June   INDIANAPOLIS, IN – Sept. 16, 2019 – Strategic Wealth Capital, the independent investment advisory team led by industry thought leader Adrianne Yamaki, CFP®, will join Sanctuary Wealth. The San Francisco-based group is the eighth breakaway team [...]

2019-09-16T11:42:05-04:00

PrairieFire Wealth Planning Advisory Firm Joins Sanctuary Wealth

2019-08-26T15:56:45-04:00

PrairieFire Wealth Planning Advisory Firm Joins Sanctuary WealthIowa-based breakaway is the seventh team to join since June   INDIANAPOLIS - PrairieFire Wealth Planning, the independent investment advisory team led by industry veteran Matt C. Meline, CFP®, will join Sanctuary Wealth. The Des Moines, Iowa-based group is the seventh breakaway to join Sanctuary’s network of top [...]

2019-08-26T15:56:45-04:00

Credo Wealth Management advisory firm joins Sanctuary Wealth

2019-07-26T15:29:08-04:00

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 [...]

2019-07-26T15:29:08-04:00

Another Half Billion Dollar Team Goes Independent with Sanctuary Wealth

2019-07-25T16:22:55-04:00

For Immediate Release: Another Half Billion Dollar Team Goes Independent with Sanctuary WealthG Squared Private Wealth becomes the fifth team to join Sanctuary in June INDIANAPOLIS, IN, July 1, 2019 – G Squared Private Wealth, the four-person investment advisory team led by George Georgiades, CIMA®; and Victoria Greene, CFA®, CRPC®; has joined Sanctuary Wealth. This [...]

2019-07-25T16:22:55-04:00

Sanctuary Wealth expands into two new markets, adding two advisory teams and $4 million in revenue

2019-07-25T16:22:59-04:00

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 [...]

2019-07-25T16:22:59-04:00

$800 Million Wirehouse Team Goes Independent with Sanctuary Wealth

2020-02-24T12:27:12-05:00

For Immediate Release: $800 Million Wirehouse Team Goes Independent with Sanctuary WealthEvans May Wealth becomes the second team this month to join Sanctuary totaling more than $1 billion in new assets INDIANAPOLIS, IN, June 17, 2019 – Evans May Wealth, the seven-person investment advisory team led by Elizabeth E. Evans, CFP®, Brooke V. May, CFP®, [...]

2020-02-24T12:27:12-05:00

Jules Scruggs joins Sanctuary Wealth as Vice President

2019-06-17T03:38:58-04:00

For Immediate Release: Jules Scruggs joins Sanctuary Wealth as Vice PresidentHire strengthens Sanctuary’s platform for investment banking, fixed-income sales INDIANAPOLIS, IN, May 30, 2019 – Jules Scruggs, a decades-long insider of the institutional fixed-income investment space across the oil and gas sector, will join global firm Sanctuary Wealth as Vice President. With a professional background [...]

2019-06-17T03:38:58-04:00

Vince Fertitta Joins Sanctuary Wealth as President of Wealth Management

2019-05-22T13:56:51-04:00

For Immediate Release: Vince Fertitta Joins Sanctuary Wealth as President of Wealth Management INDIANAPOLIS, IN, May 20, 2019 —Vince Fertitta, a 27-year wealth management industry veteran, will join global firm Sanctuary Wealth, departing from Bank of America Merrill Lynch amid the “breakaway” movement from wirehouses to the independent space. Fertitta previously served as division executive [...]

2019-05-22T13:56:51-04:00