INDEPENDENTSIndependent advisors enjoy a level of success but recognize that sustaining the profitability of their practice – or growing it effectively – requires a modification to their business model. Partnering with Sanctuary Wealth provides access to our platform, an elite network of Partner Firms, and the variety of distinct client solutions we offer.
Our partnership
We find and create opportunities for succession, acquisition, and, most importantly, growth – without diminishing the control our partners retain – or shifting the focus from your clients. With Sanctuary, you retain control of your investment and service models, your people and culture, and your brand. And if you’re looking for the right strategy to carry on your legacy, we can show you an array of possibilities.
IN THEIR OWN WORDSOur Partner Firms actively participate in and uphold the culture and community that Sanctuary has fostered
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Owners of independent firms looking to do more
If resources are what you need to achieve your full potential, Sanctuary offers the ideal partnership.
ScaleOur partner firms benefit from the scale of our enterprise and the scope of our operations. With better negotiating power at the enterprise level, we deliver an efficiency smaller firms can’t achieve on their own.
Mission-Critical ServicesFrom our hybrid model as an RIA and broker-dealer to our ever-evolving toolbox of solutions to our in-house back-office resources, we provide the services you need to deliver an elevated client experience.
GrowthFrom Day One, our investment products, operational solutions and organizational support are geared to drive your business growth.
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
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 the
answers.Copyright © 2023 Sanctuary Wealth. All rights reserved.
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.