Your Choice.

Your Own Firm, Your Way

A Better Model For Wealth Advisors And Clients

Ever wondered what it would be like to have your own firm?

At Sanctuary, we can help you design, build and run the firm you’ve always wanted. Wealth managers and portfolio managers who work with Sanctuary enjoy the support of a world-class business partner and the benefits of being an independent advisor.

For Wealth Managers And Portfolio Managers

Whether you’re a wealth manager or portfolio manager, Sanctuary provides everything you need to establish your firm and grow it. We streamline the transition process from your existing firm and help you on-board clients. Then Sanctuary provides the operational support to run your business every single day.

The Resources Of A Big Firm

Sanctuary delivers all of the services, technology, custodial relationships and investment management solutions provided by brand name financial services firms, but without the hassles and high cost. As important, the Sanctuary team has the strategic vision and expertise to accelerate the growth of your business.

The Power Of The Sanctuary Network

As an independent advisor, we understand the importance of sharing the experience and wisdom of advisors focused on the same goals. The Sanctuary network brings together highly successful advisors to discuss ideas and best practices.

Carpe Diem

Find out why a growing number of successful advisor teams are going independent with Sanctuary as their committed partner.