Sanctuary Wealth

Learning from each other and from our industry’s top experts has always been front and center at our annual OASIS conference. And this year’s lineup of breakout sessions did not disappoint, with over a dozen relevant presentations and panels delivering insights, actionable guidance and best practices on topics ranging from business consulting to client engagement and from leveraging Sanctuary’s innovative technologies to the private and public markets. There was something for everyone at OASIS – and always something new to learn! Read more at https://lnkd.in/gSTNydrg. #SanctuaryDifference #partneredindependence #wealthmanagement #powerofpartnership

In The Week Ahead report, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels says right now, the market is pricing in a Trump win. She dives deeper into the upcoming election, the DOJ, upcoming data releases and more, in a wide-ranging discussion of the current environment. Mary Ann says it’s possible that no matter who wins the election, the markets may have a minor correction or consolidation. But she remains bullish, looking for the S&P 500 to track toward 6000 as we approach year-end. TheWeekAhead is exclusive content prepared for Sanctuary Wealth's partner firms and their clients. Learn more at www.sanctuarywealth.com #SanctuaryDifference #PartneredIndependence #WealthManagement

Success is often marked by important milestones. For Sanctuary Wealth CEO Adam Malamed, he measures his career in dare-to-be-great moments. Real Assets Adviser profiles Adam’s entrepreneurial journey from a summer trash removal service he started when he was 8, to launching and selling an institutional trading and research firm to eventually becoming CEO of Sanctuary Wealth. From his childhood in the Carnasie neighborhood of Brooklyn in the 1970s to his family maritime adventures in Miami, Florida, Adam recounts the drive and energy that brought him to lead a national wealth management firm with more than 120 partner firms and $44 billion in client assets. His mantra: “Never let fear get in the way of trying to accomplish something where I saw an opportunity.” Read Mike Consol’s article at https://lnkd.in/gNfBhZXy? #SanctuaryDifference #PowerOfPartnership #WealthManagement #Leadership #FinancialServices

Brandy M. Reichert, CFP® embraced partnered independence two years ago when she founded Upland Private Wealth and became a Sanctuary Wealth partner firm. She says her mindset has shifted since then and she no longer feels the constraints she did prior to joining Sanctuary. “Sky’s the limit (now),” she says of her past two years. Happy anniversary to Brandy and her team at Upland Private Wealth. We look forward to celebrating more years together. #SanctuaryDifference #powerofpartnership #partneredindependence #wealthmanagement

Bold Vision, Bold Future, Bold Ambition.  OASIS 2024 was our biggest and boldest yet. Our partner firms are doing remarkable things in their business and beyond. With over 500 attendees, we're so proud to have hosted them at our annual event to hear impactful keynotes, motivating breakouts, and networking opportunities to build new relationships and collaborations. Our partner firms shined through Sanctuary Voices, Sanctuary Awards, and more. Together, we go into 2025 with bold and ambitious ideas to grow and build beyond what we ever thought possible. See you at OASIS 2025! Read more at https://lnkd.in/gSTNydrg. #SanctuaryDifference #PowerOfPartnership #FinancialAdvisors

Patrick McGowan, Sanctuary Wealth’s Head of Alternative Investments and Manager Research, certainly knows how to attract a crowd! Over 900 participants heard Patrick and fellow panelists Olivier Fines, CFA and Cynthia Steer discuss the role private wealth management firms have in adopting private market investments. Co-hosted by CFA Institute and Institutional Investor, “Unlocking New Horizons: Private Equity’s Role in Transforming Wealth Management” offered valuable insights and perspectives – and addressed key questions – all delivered by three of our industry’s most thoughtful experts in the alternatives space. Catch the replay at https://hubs.li/Q02VSRBc0 #SanctuaryDifference #partneredindependence #wealthmanagement #alternatives

Happy 4th anniversary of independence to Centeras Private Wealth! Flexibility. Freedom. Fiduciary. These are the foundation upon which the Centeras service model is built. Helping clients put the pieces together to develop a clearer picture of their financial future is at the forefront of all that this talented team of professionals does. Congratulations to Travis Grieb, CFP®, CIMA®, Founder and Managing Partner; Valerie Morgan, CFP, AAMS, Financial Planning Specialist; and Noreen Turner, Registered Operations Manager. We’re thrilled with the success you are enjoying and proud to support you! #SanctuaryDifference #partneredindependence #wealthmanagement

Among the many highlights from OASIS2024 was hosting our Sanctuary Wealth Mentorship Program participants from Indiana University - Kelley School of Business! These outstanding students have been hard at work learning all they can about the wealth management industry from their mentors within the Sanctuary community. Our program participants attended educational sessions, networked with our valued partner firms and strategic partners, and saw first-hand all that goes into being a successful financial professional in today’s evolving landscape. We see the future of our industry in these students – and we’re confident the industry will be in good hands! Thanks to Logan Avery, Sarayu Kalwa, Tatum Siebert, Dannette Schutz, Easton Freed, Frank J. Svete and Remy Haghighi for joining us in Hollywood, Florida, and to everyone who engaged with them during this valuable learning experience! Special thanks to our mentors Bradley Chappell, CIMA®,CRPC® at Chappell Wealth Management, Lisa Bush at Alluvial Private Wealth, Tammy Williams at Cooke Financial Group, Grace Speckman, CFP® at Evans May Wealth, Jason Greenfield at Crescent Harbor Private Wealth, Ronan M. O'Byrne at Crescent Pine Family Office Group and James Corrigan, CFP®, CPWA ® at Burnham Harbor Private Wealth for working with this talented group. #SanctuaryDifference #partneredindependence #powerofpartnership #financialservices

We continue to receive rave reviews for our OASIS2024 national conference! Our Bold Ambition success is in part due to our strategic partners. We’re incredibly grateful for the support these industry-leading firms offer to the Sanctuary community, both at our advisor events and throughout the year. We’re proud to have these outstanding professionals as our valued partners, consistently delivering top-tier education and empowerment for our elite teams! Franklin Templeton, Invesco US, First Trust, BNY Pershing, BlackRock, Cottonwood Residential, StepStone Group, Cliffwater, Ares Management Corporation, Apollo Global Management, Inc., Schafer Cullen Capital Management, FS Investments, KKR, Advisors Asset Management, Inc., Eaton Vance, AllianceBernstein, Blue Owl Capital, CION Investments, First Eagle Investments, Goldman Sachs Asset Management, John Hancock, J.P. Morgan, Lord, Abbett & Co. LLC, Nationwide, Natixis Investment Managers, Neuberger Berman, Nuveen, a TIAA company, PGIM, State Street Global Advisors, Versus Capital Advisors. #SanctuaryDifference #partneredindependence #wealthmanagement #powerofpartnership

Today we’re saluting NobleVest Private Wealth, as they celebrate three years of independence here at Sanctuary Wealth! Congratulations to Founding Partners and Private Wealth Advisors, Ken Roberts, CRPS®, Geoffrey Stufflebam, CRPS, Shweta A. Argarwal and Kraig Bode, CRPC Bode and the entire NobleVest team! This partner firm is committed to helping families, individuals and business owners pursue their financial goals – and dreams – through a personalized and process-driven approach to financial planning. We’re honored to support this team in delivering expert, client-centric service to their clients. Kudos to team NobleVest! #SanctuaryDifference #partneredindependence #wealthmanagement