Full Control

Your Wealth Management Firm On Your Terms

Sanctuary is the smart and proven choice for successful wealth advisors. We help breakaway wealth management professionals build the practice they’ve always wanted – and serve their clients free of conflicts.

Best of All Worlds

Sanctuary delivers the best of all worlds: A firm with a strategic vision and a management team that helps you adapt quickly to changes, along with a comprehensive suite of solutions and tools to serve all the needs of demanding high-net worth clients.

Dedicated Support For Advisors

Sanctuary provides a full range of services to support wealth advisors focused on financial planning, investment manager selection, and wealth transfer, as well as sophisticated wealth management strategies for clients whose wealth is growing rapidly.

Manager Due Diligence

Sanctuary enables wealth managers to select the right managers for their clients’ asset allocation strategy. Through our partners Fortigent and Envestnet, Sanctuary offers access to independent money managers across every legal structure and asset class.

Marketing Your Firm

Sanctuary gives you the playbook to create your brand and support its ongoing growth. We manage the launch of your firm and lead the process of naming and creating your corporate identity. Then we provide a wide range of marketing support, including social media and media coverage, to accelerate the success of your firm.