Founded in 2018, Sanctuary Wealth is a financial services firm that champions a "partnered independence" model for financial advisors. The company supports top-tier advisors who leave large "wirehouse" firms (like Merrill Lynch, Morgan Stanley) to establish their own independent advisory businesses. Sanctuary provides them with a comprehensive platform that includes access to a multi-custodial infrastructure, advanced technology, compliance oversight, marketing support, and a full suite of operational services, allowing advisors to focus on serving their clients while maintaining ownership of their practice.

Founded in

United States