Independent Transition Independent

Better for Clients. Better for you.


Independent advisors are among the fastest growing segments
of the wealth advisory business.


Sanctuary enables advisors to better serve clients and earn more by going independent. We provide a complete set of investment solutions, business support services and consulting expertise to give you the freedom to set up your business and control your future.


Why Break Away?

  • Design your own firm
  • Generate more revenue in the new era of financial reform
  • Fully monetize the value of your business
  • Provide a broader and more transparent investment solution for clients
  • Position yourself for growth as the independent model gains momentum, particularly among high net worth clients
  • Eliminate the bureaucracy common at large institutions
  • Offer a choice of custodians to clients
  • Maintain 100% ownership of your book


today to see how we can help you realize all of the benefits of going independent with Sanctuary.