Sanctuary Wealth

Building and nurturing a business that aligns with your purpose is at the heart of the entrepreneurial spirit. At #SanctuaryWealth, we recognize the significance of cultivating a culture that reflects who you are. Our unique approach to partnered independence strikes the perfect balance between freedom and support, providing our #partnerfirms with the tools, resources, and services they need to thrive in an ever-changing landscape—all while remaining true to their vision. At Sanctuary, we believe in “your business, your way.” This philosophy empowers every member of our partner firms to pursue their goals authentically. Discover the #SanctuaryDifference! Learn more at SanctuaryWealth.com. #PartneredIndependence #PowerOfPartnership #FinancialServices #WealthManagement #FinancialAdvisors

There is nothing spooky in retail and housing data this week. In #TheWeekAhead report for #SanctuaryWealth #partnerfirms, Chief Investment Strategist Mary Ann Bartels expects to see retail sales data that shows the consumer is still spending because of stronger-than-expected disposable income. We’ll also get housing data this week, but they won’t account for the rebuilding post-hurricanes Helene and Milton. Finally, we will keep an eye on Federal Reserve Board releases and whether there is insight into November and December rate cuts. Learn more about Sanctuary Wealth and The Week Ahead report at SanctuaryWealth.com. #SanctuaryDifference #wealthmanagement #financialadvisors #markets #investing

Congratulations to the team at Upland Private Wealth, who are celebrating two years as part of the Sanctuary Wealth community! We’re thrilled this dynamic team chose the power of partnered independence to support the firm’s mission to empower client success with empathy, personalized resources and informed guidance. Kudos to Founder and Wealth Advisor Brandy M. Reichert, CFP?, and Client Administrators Kensey Kissler and Jessica Nelson. Happy anniversary of independence! We’re proud to count you among our elite partner firms! #SanctuaryDifference #partneredindependence #wealthmanagement

#SanctuaryWealth wishes everyone a peaceful and meaningful Yom Kippur filled with family and blessings. #YomKippur #SanctuaryDifference #holiday

#SanctuaryWealth was well represented at the 2024 AdvisorHub Advisors to Watch Summit, honoring the best minds in #wealthmanagement. Shout out to Sanctuary’s Chief Investment Strategist Mary Ann Bartels, who was invited to share her election-year market and #economic analysis at the event. Also representing Sanctuary were President Vince Fertitta, Jason M. Geisz, CFP? of Famiglia Wealth, Mike Barry, CIMA? of Quorum Private Wealth, John Rumsey, CPWA?, CRPC?, CEPA? of RHA Wealth and Cooke Financial Group’s Chris Cooke and Tammy Williams. #SanctuaryDifference #PartnerFirms #FinancialServices #FinancialAdvisors

M&A activity continues to dominate the RIA space and #SanctuaryWealth Chief Growth Officer Michael Longley has the insights to help #financialadvisors navigate the process. He co-led a discussion at WealthManagement.com's recent #RIAEdge West conference on what makes a seller appealing from a buyer’s perspective. He was joined by Jonathan Macy, Esq. of Hamburger Law Firm, Kim Kovalski of MarshBerry and Matt Regan of Wealthcare Capital Management. #SanctuaryDifference #partneredindependence #wealthmanagement #financialservices

Happy 5th anniversary of independence to the team at Theorem Private Wealth Management! Simplicity, care and personalization – that’s the Theorem promise. And judging by the success this partner firm is enjoying, they are delivering on all fronts! Thank you to Founder and CEO Johnathan Rankin and Senior Wealth Advisor Melissa Rankin for all of the exceptional service to provide clients and your dedication to your community in Dallas, Texas. Congratulations – we’re proud to support your efforts! #SanctuaryDifference #partneredindependence #wealthmanagement #financialservices #financiadvisors

Too hot, too cold or just right? We are in a Goldilocks economy, #SanctuaryWealth Chief #Investment Strategist Mary Ann Bartels writes in #TheWeekAhead report. But, there are potential headwinds to consider as we head toward year-end, including weather-related impacts on what has been strong jobs growth. As for the #markets, stocks are driven by earnings and third-quarter corporate earnings are rolling out. Investors will likely pay close attention to the outlook offered by corporate management – especially how they see 2025 shaping up. Mary Ann discusses all this, as well as the double positive the utilities sector now offers investors, in The Week Ahead report. The Week Ahead is exclusive content prepared for Sanctuary Wealth's #partnerfirms and their clients. Learn more at https://hubs.li/Q02Sn-FF0 #SanctuaryDifference #partneredindependence #wealthmanagement #investing #finance

#SanctuaryWealth created the Sanctuary Cares program with a mission to support the remarkable charitable endeavors of our #partnerfirms. Since last year over 20 partner firms have joined forces with local organizations to volunteer, fundraise and work to make positive change in their communities. Thank you for all the work you do! We can't wait to celebrate another three Partner Firms this year at #Oasis2024 with a charitable donation so they can continue to make positive change! Kudos to this year's Sanctuary Cares participants: Excelsis Global Private Wealth, G Squared Private Wealth, Invenio Wealth Partners, LLC, Jackson Hill & Fish Private Wealth Advisors, M&K Legacy Wealth, Mercer Wealth Management Group, NavaSync Private Wealth, NobleVest Private Wealth, Nbc Capital Advisors, The Longo Group, Seven Mile Advisory, SpirePoint Private Client, Deschutes Investment Consulting, Quorum Private Wealth, 6 Degrees Wealth, Ausperity Private Wealth, Chadwick Bay Investments, Chappell Wealth Management, Chiron Capital Partners and Concenture Wealth Management. #SANCTUARYDIFFERENCE #POWEROFPARTNERSHIP #WEALTHMANAGEMENT #CHARITY #FINANCIALSERIVCES

Sanctuary Wealth is proud to have built a platform that continues to attract successful practices from across the #wealthmanagement industry. We provide elite #financialadvisors the freedom, flexibility, control and choice to thrive in an evolving industry. It’s the #SanctuaryDifference Our #partnerfirms have chosen to affiliate with Sanctuary to enhance the technology, investment solutions and service experience they offer their clients. The Freedom of Choice is yours to take. Find out how at https://hubs.li/Q02S4G_P0 #PartneredIndependence #SanctuaryWealth #PowerOfPartnership #financialservices