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BREAKAWAYSSanctuary was built by advisors for advisors. We partner with top- performing advisors to make owning your own firm a reality inspired by a desire to best serve clients.
IN THEIR OWN WORDSOur Partner Firms describe their journey to entrepreneurship
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OUR ECOSYSTEMOur platform, processes and people are geared to accelerate the growth and profitability of your new independent business – by focusing on what and how you can deliver for your clients.
Our ecosystem offers these 5 advantages:
When you join Sanctuary, you will have access to our full ecosystem, comprising value-added services, a solution toolbox, robust practice management and infrastructure support.
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Strategic CapitalOur Partnership Program fuels inorganic growth with access to capital for acquisitions, designed to increase enterprise value, cash flow, and scale – and to create succession plans.
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Growth PlatformOur tech stack, operational support, and solutions toolbox combine to deliver a platform explicitly designed to help you grow – by allowing you to focus your time and energy on your clients.
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Partner Firm portalHaven is a comprehensive platform designed to empower our Partner Firms with community and connection, resources, analytics, and training, all in one centralized location. Our advanced data analytics capabilities provide advisors with the critical insights they need to make informed decisions and stay ahead of the competition in today's dynamic marketplace.
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Solutions ToolboxOur Partner Firms can choose the optimal vehicle to fit their clients’ circumstances, all managed by a highly experienced team of professionals committed to giving a customized concierge service to accelerate growth.
Sanctuary Asset Management (SAM)
Sanctuary Insurance Solutions
Retirement Plan Services
Sanctuary Business Owner & Executive Services
Capital Markets Desk
Alternative Investments
Sanctuary Lending Center
Private Deals
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Practice Management SupportFrom compliance to human resources to accounting services and more, we provide you with dependable infrastructure support. We work alongside our Partner Firms as they pursue growth opportunities and focus on their clients.
Marketing
Human Resources
Tax Management
Accounting Services
Back-Office Support
Training and Education
Compliance and Risk Management
E&O Insurance
YOUR TRANSITIONWe will help transform your vision into a successful and sustainable business, beginning with a seamless transition process.
Where we begin
When you enter our transition process, we’ll have answers to your questions and solutions to your challenges. We are experienced in moving teams and individuals from across the industry onto our platform through our streamlined, seamless procedures.Our mutual priority will always be your client relationships, and the support we provide will allow you to stay focused on serving them. We’ll handle all the rest – giving you the tools and guidance to help you unleash the full power of your potential.
We help you assess and understand the scope and portability of your book of business, including a review of brokerage, direct and lending accounts; third party and custodial relationships; and protocol / non-protocol responsibilities.
We help you assess and understand the scope and portability of your book of business, including a review of brokerage, direct and lending accounts; third party and custodial relationships; and protocol / non-protocol responsibilities.
While these activities are honed to ensure a smooth transition to a successful launch, our operational solutions and organizational support are geared to drive your business growth from day one.
Beyond our ecosystem: a community with shared values
Sanctuary's culture is rooted in the experience of our leadership and team, who understand the limitations faced by advisors at large financial institutions. Our value system is focused on helping partner firms better serve clients and grow. Advisors join us for our Partnered Independence model, which aligns with their values and dedication to clients.
Questions?
We have theanswers.
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Sanctuary Securities, Inc., member FINRA/SIPC. Sanctuary Advisors, LLC, an SEC registered investment advisor. Sanctuary Securities, Inc. and Sanctuary Advisors, LLC are fully owned subsidiaries of Sanctuary Wealth.