Sanctuary Wealth

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

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

It was all about insights for #SanctuaryWealth Chief #Investment Strategist Mary Ann Bartels as she shared her thoughts on geopolitics and the #market with Business Insider, the relationship between crude oil prices and stocks with Bloomberg and discussed October’s spooky start with CNBC. “Our message to investors is to embrace October’s volatility,” she told CNBC. “There is still plenty of fuel left in this bull market.” Read the articles at: https://hubs.li/Q02RWDf80 https://hubs.li/Q02RWLKP0 https://hubs.li/Q02RWPBh0 #SanctuaryDifference #FinancialServices #WealthMangement #Investing

In the latest episode of #SanctuaryWealth’s #FriendsOfSanctuary #podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels discusses the pros of direct lending with Cliffwater’s Managing Director and Head of Capital Markets Fran Beyers. “Putting your money into this asset class through time, it really gives you a lot of benefits,” Beyers says. “But again, long-term benefits. It’s not the liquid part of your portfolio. It’s more the set it and forget it part of your portfolio.” Check out their entire conversation at https://lnkd.in/eXpfAWSy Subscribe to the Friends of Sanctuary podcast series at: https://lnkd.in/gxmws5ia (Apple) https://lnkd.in/giAf4zkA (Spotify) Learn more at SanctuaryWealth.com #SanctuaryDifference #FinancialServices #WealthManagement #Investing #FinancialAdvisors

Q3 is ending and #SanctuaryWealth Chief Investment Strategist Mary Ann Bartels remains bullish on 2024, expecting the S&P 500 to hit 6000 by year-end! She’s seeing potential for a bit of volatility in October but anticipates an overall trend of #stocks moving higher and yields heading lower. Mary Ann discusses this while offering insights on global economic stimulus efforts, a surprise move by China. #TheWeekAhead is exclusive content prepared for Sanctuary Wealth's #partnerfirms and their clients. Learn more at https://hubs.li/Q02Rz3n00 #SanctuaryDifference #partneredindependence #wealthmanagement #money #investing

Congratulations to Sanctuary Wealth partner firm RiceBarrett Family Wealth on its sixth anniversary of independence! The outstanding success enjoyed by founders Martin Rice and Beau Barrett is a testament to their acumen and commitment to personalized client service. Happy anniversary! Everyone at Sanctuary is thrilled to support your efforts! #SanctuaryDifference #PowerOfPartnership #PartneredIndependence #FinancialServices #WealthManagement

The countdown to #SanctuaryWealth’s #OASIS2024 continues … it’s less than a month away! We are excited to share new offerings at this year’s event from a pre-conference leadership workshop to a special election-year panel. Of course, we’ll have our fantastic line-up of keynote speakers and Advisors are taking the stage to share their inspiring stories. Another exciting addition? “Ambition in Action: Mastering Support Excellence” is our first-ever pre-conference workshop for support staff. We can’t wait to get things started in October. #SanctuaryDifference #partneredindependence #wealthmanagement