Sanctuary Wealth Partners Expands Its Platform with the Dual Launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
CHICAGO, IL. November 19, 2018 – Sanctuary Wealth Partners (“Sanctuary”) announces the significant expansion of the firm’s capabilities with the simultaneous launch of its Tax and Family Office Services and new Consulting Group. David Shane, Chief Financial Officer and Senior Managing Director, will oversee both areas that, together, will offer a holistic array of services to promote the growth of the firm’s highly qualified Advisors and provide comprehensive tax, family office, and enhanced business solutions to clients and businesses nationwide. Notes Shane, “The simultaneous addition of San ..read more
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Sanctuary Wealth Partners Continues to Expand its Institutional Platform with the Addition of Two Fixed Income Offices in Tampa, FL and Dallas, TX
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
INDIANAPOLIS, IN, November 15, 2018 – Sanctuary Wealth Partners (“Sanctuary”) has announced that Andy Lewis and Rob Hyken have affiliated with Sanctuary to drive its institutional fixed income business and head the Tampa, Florida office while Greg Thompson, in association with Sanctuary, will continue to build his institutional business through the Cullen Asher (USA) LLC office in Dallas, Texas. In pursuing its growth strategy in the institutional fixed income arena, Sanctuary has affiliated with Andy Lewis and Rob Hyken, both seasoned top producers with outstanding expertise in institutional ..read more
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Navis Wealth Management Launches with Sanctuary Wealth PartnersSanctuary Expands Its Network with the Formation of Navis Wealth Management
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
Indianapolis, IN, November 5, 2018 — Sanctuary Wealth Partners continues to grow its elite network of advisors with the formation of New York-based Navis Wealth Management, founded by Paul C. Fegan, Jr. and David S. Price. “We are extremely honored that Paul and David chose Sanctuary as their partner to help launch Navis Wealth Management,” says Jim Dickson, president and founder of Sanctuary. “The exemplary service they deliver and their commitment to fostering strong client relationships built on trust make them welcome additions to the Sanctuary family. We are equally excited to establish a ..read more
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Financial Advisor IQ Feature: Another Merrill Lynch Team Heads to Sanctuary Wealth Management
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
The Rice Barrett Team of Sanctuary Wealth Partners RIA hybrid Sanctuary Wealth Management has acquired an advice practice established by two former Merrill Lynch brokers, according to a press release from Sanctuary. RiceBarrett Family Wealth, founded by Martin Rice and Beau Barrett, is based out of Indianapolis and serves families nationwide, overseeing $240 million, according to the press release. Rice and Barrett are joined by registered administrative partner Jan Lasiter, Sanctuary says. Rice had been with Merrill Lynch since the start of his financial advice career in 1998, according to ..read more
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Sanctuary Wealth Partners Continues Growth Trajectory As Respected Industry Veterans Robert Walter and Jim Kelly Join the Firm in Key Business Development RolesHires Strengthen Sanctuary’s Platform in Multiple Lines of Business and Institutional Space
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
INDIANAPOLIS, IN, October 4, 2018 – Sanctuary Wealth Partners (“Sanctuary”) has announced that renowned industry leader Robert Walter will be joining the Sanctuary leadership team as Senior Managing Director. Jim Kelly and his team will be joining the firm to bolster its presence in the institutional and fixed-income space. “We are both pleased and fortunate to welcome Bob and Jim to Sanctuary Wealth Partners. Given long and outstanding tenures in the wealth management industry, they bring unique skill sets, an aggressive growth vision, and shared values to our firm,” says Jim Dickson, Preside ..read more
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Sanctuary Wealth Partners Adds Additional Select Advisory Team, Indianapolis-Based RiceBarrett Family Wealth, to Its Elite Roster of Independent Advisors
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
INDIANAPOLIS, IN, October 1, 2018 – Sanctuary Wealth Partners (“Sanctuary”) has announced the addition of another elite advisory firm to its rapidly growing network. RiceBarrett Family Wealth is a premier wealth advisory firm with $240 million in AUM, serving multiple generations of successful families. Founded by leading Wealth Advisors Martin W. Rice, CFP,® CIMA® and Beau M. Barrett, CFP,® CRPC® and joined by Registered Administrative Partner, Jan Lasiter, Indianapolis-based RiceBarrett serves local, regional, and national families. The firm and its partners are committed to delive ..read more
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Morningstar Feature: Sanctuary Wealth Partners Adds Indianapolis-Based Cerulean Private Wealth Advisors to Its Elite Roster of Independent Advisors
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
Mike Myers, Founder and Principal, Cerulean Private Wealth Advisors (Photo: Business Wire) Sanctuary Expands Its Footprint in the Independent Market INDIANAPOLIS–(BUSINESS WIRE)– Sanctuary Wealth Partners (“Sanctuary”) has announced the addition of a million dollar producer, Mike Myers, Founder of Cerulean Private Wealth Advisors to its elite advisory network. Cerulean Private Wealth Advisors (“Cerulean”) is an Indianapolis-based private wealth advisory firm. Both Founder and firm are dedicated to providing comprehensive financial planning and investment management strategies for high-net-wo ..read more
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Odessa American Feature: Sanctuary Wealth Partners Adds Indianapolis-Based Cerulean Private Wealth Advisors to Its Elite Roster of Independent Advisors
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
Mike Myers, Founder and Principal, Cerulean Private Wealth Advisors (Photo: Business Wire) Sanctuary Expands Its Footprint in the Independent Market INDIANAPOLIS–(BUSINESS WIRE)– Sanctuary Wealth Partners (“Sanctuary”) has announced the addition of a million dollar producer, Mike Myers, Founder of Cerulean Private Wealth Advisors to its elite advisory network. Cerulean Private Wealth Advisors (“Cerulean”) is an Indianapolis-based private wealth advisory firm. Both Founder and firm are dedicated to providing comprehensive financial planning and investment management strategies for high-net-wo ..read more
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Digital Journal Feature: Sanctuary Wealth Partners Adds Indianapolis-Based Cerulean Private Wealth Advisors to Its Elite Roster of Independent Advisors
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
Mike Myers, Founder and Principal, Cerulean Private Wealth Advisors (Photo: Business Wire) Sanctuary Expands Its Footprint in the Independent Market INDIANAPOLIS–(BUSINESS WIRE)– Sanctuary Wealth Partners (“Sanctuary”) has announced the addition of a million dollar producer, Mike Myers, Founder of Cerulean Private Wealth Advisors to its elite advisory network. Cerulean Private Wealth Advisors (“Cerulean”) is an Indianapolis-based private wealth advisory firm. Both Founder and firm are dedicated to providing comprehensive financial planning and investment management strategies for high-net-wo ..read more
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Insurance News Net Feature: Sanctuary Wealth Partners Adds Indianapolis-Based Cerulean Private Wealth Advisors to Its Elite Roster of Independent Advisors
Noyes - Wealth Management Advisors
by Zak Kates
3y ago
Mike Myers, Founder and Principal, Cerulean Private Wealth Advisors (Photo: Business Wire) Sanctuary Expands Its Footprint in the Independent Market INDIANAPOLIS–(BUSINESS WIRE)– Sanctuary Wealth Partners (“Sanctuary”) has announced the addition of a million dollar producer, Mike Myers, Founder of Cerulean Private Wealth Advisors to its elite advisory network. Cerulean Private Wealth Advisors (“Cerulean”) is an Indianapolis-based private wealth advisory firm. Both Founder and firm are dedicated to providing comprehensive financial planning and investment management strategies for high-net-wo ..read more
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