Sanctuary Wealth

Bet on Yourself with EmpowerHer. The EmpowerHer initiative helps give all the women of Sanctuary Wealth the tools, knowledge, connection, and resources they need to break down barriers. We strive to help women achieve greater success, excel personally and professionally, and help elevate other women. Michelle McIntyre, Sanctuary's National Business Development Officer, the EmpowerHer program provides a dynamic and uplifting platform that nurtures collaboration and mentorship. "By cultivating an inclusive and empowering ecosystem for women in finance within Sanctuary and our Partner Firms, we empower women to flourish within the community and their businesses," Michelle says. Thank you to everyone who has made EmpowerHer a meaningful part of the Sanctuary Difference. #BetOnYourself #SanctuaryDifference #PowerOfPartnership #PartneredIndependence #WomensHistoryMonth

Lisa Bush, Vice President and Wealth Advisor at Alluvial Private Wealth, a Sanctuary Wealth Partner Firm, is fully embracing the power of partnered independence. Whether she’s building the firm’s brand by presenting at industry events, sharing her insights with trade publications and podcasts, or mentoring others, she credits the Sanctuary model with helping expand Alluvial's reach and capture exciting new opportunities. Empowering exceptional financial advisors-turned-business owners with the freedom and resources to unlock their unlimited potential is a true example of the Sanctuary Difference in action. Thank you Lisa for your efforts in supporting your peers, making a difference and strengthening our industry. #BetOnYourself #SanctuaryDifference #PowerOfPartnership #WealthManagement #FinancialAdvisors

It’s been 4 years since Cedar Gap Wealth Management embraced independence and joined Sanctuary Wealth. And the team’s success speaks for itself! Personalized service, informed guidance and unwavering integrity are the foundation of outstanding support provided by Founding Partners & Senior Wealth Advisors, Michael Hull and Ben McAnally, CRPC?, CPFA, and Wealth Associate Tiffani Shelburn. They are truly having an impact on the lives of their clients, and everyone at Sanctuary is proud to support their efforts! Congratulations! #BetOnYourself #SanctuaryDifference #PowerOfPartnership #PartneredIndependence #wealthmanagement #financialadvisors

Patience is the Name of the Game. The current economic, market and geopolitical landscape has investors seeking answers and insights. And that’s just what Sanctuary Wealth’s Special Market Update & Investment Opportunities webinar offered Partner Firms and their clients. Moderated by Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels and featuring renowned thought leaders from across the industry, the webinar offered attendees in-depth analysis to understand current market conditions and investment opportunities. Thank you to our powerhouse panel of experts for providing perspectives on navigating this complex investing environment: First Trust’s Ryan O. Issakainen, CFA; First Eagle Investments’s Anirudh Kirtane; John Hancock Investment Management’s Matthew Miskin CFA; Franklin Templeton’s Thomas Nelson, CFA CAIA; and Schafer Cullen Capital Management Rahul Sharma. At Sanctuary, we’re proud to deliver timely, relevant analysis to financial advisors and their clients. Thank you to all who attended our webinar! #BetOnYourself #PowerOfPartnership #wealthmanagement #SanctuaryDifference #Investing #Markets

We're nothing without our people. ? Sanctuary is so proud to have such an incredible team. A big congratulations to these individuals who have made Sanctuary better and are moving forward into new roles with us. ? Thank you for your focus, skill, and commitment to our Partner Firms and to your peers. We’re very fortunate that so many dedicated professionals have chosen to become part of the Sanctuary community and help drive our ongoing success. Here’s to continuing your success in new roles:? David Wiechers Cole Ford Shannon Moneer Holly Dippert Robert Tinsley Erica DeBord Grant Sloan Matthew Williams Sarah Irwin Lauren Ratcliff

It’s been two exciting years since Iterhic Wealth Advisors Founder/ Senior Wealth Advisor Matt Terwilliger, CFP? and Registered Senior Wealth Associate Bethany DeMassimo, RSSA? joined the partnered independence movement at Sanctuary Wealth. As Matt reflects upon the success Iterhic and its clients have enjoyed since joining the Sanctuary community, he’s grateful for the trust he’s been given and for the opportunity to deliver the high level of service his valued clients deserve. Congratulations and Happy Anniversary of independence! #BetOnYourself #SanctuaryDifference #PowerOfPartnership #PartneredIndependence?#wealthmanagement #financialadvisors

Uncertainty continues to roil the markets and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels notes, “(M)arkets know how to price risk, but pricing uncertainty is very difficult.” The Week Ahead report addresses why consumers are getting anxious and how it could translate into a spending and hiring pullback. She expects markets to remain volatile until there is more clarity on the programs being implemented in Washington and believes having patience and investing over the long term will be a winning strategy during this period, as the bucking bull refuses to be corralled. The Week Ahead is exclusive content prepared for Sanctuary Wealth’s Partner Firms and their clients. Learn more at https://hubs.li/Q03c7SCx0 #BetOnYourself #SanctuaryDifference #TheWeekAhead #Markets #Investments

We love the camaraderie in the wealth management industry! It is great to see Green Wealth Management Group Lori DosSantos, CRPC?, CPFA meeting with Rachel Knox, Meghan Colarusso, CFA and Rachel Zanko Krall at BlackRock. We can only imagine the knowledge and insights that were shared. #BetOnYourself #SanctuaryDifference #PowerOfPartnership #WealthManagement #FinancialAdvisors

Can we brag for a minute? Chris Cooke and Brian Cooke, CIMA? of Cooke Financial Group and Bradley Bruce, CEPA?, CIMA?, CPFA, CPWA? of mFORCE Capital made it to the 2025 Barron's Top 1,200 Advisors list! This incredible recognition is a testament to their expertise, commitment to their clients, and the hard work they put in every single day. Sanctuary Wealth is beyond proud to work alongside such passionate and driven professionals who continuously go above and beyond. Chris, Brian, and Brad, this is more than well-deserved. Your dedication is inspiring, and we couldn’t be prouder to partner with you all. Congratulations on this amazing achievement! * 2025 Top 1200 Advisors ranked by state, created by Barron's. Presented in March 2025 based on data gathered from October 2023 - September 2024. No fee was paid to be included in the ranking. Not indicative of an advisor's future performance. Your experience may vary. #BetOnYourself #SanctuaryDifference #PowerOfPartnership #WealthManagement #FinancialAdvisors

“Take your financial future in your hands,” Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock advises everyone— especially women — in the face of volatility and uncertainty. She joined Mary Ann Bartels, Chief Investment Strategist of Sanctuary Wealth, and other trailblazers Fran Beyers, Managing Director and Head of Capital Markets at Cliffwater; Saira Malik, Chief Investment Officer and Head of Equities and Fixed income at Nuveen, a TIAA company and Stephanie J. Larosiliere, Head of Business Strategy and Development for Invesco Fixed Income at Invesco US, for a candid and inspiring discussion about the their experiences and aspirations as financial services professionals to mark Women's History Month Webinar. With notable backgrounds and even more remarkable wisdom, our panelists discussed how important women are in our industry, now and in the future. Thank you for such an insightful and inspirational conversation. You will have a lasting impact in the industry and beyond. ? #BetOnYourself #SanctuaryDifference #WomensHistoryMonth #Investing #FinancialServices #Investing