Sanctuary Wealth

Happy Independence Day to the team at TOVA Wealth! This North Carolina-based breakaway began their journey toward independence with a clear vision in mind. They found the freedom, flexibility, control and choice they deserve, complemented by the resources, financial stability, integrated technologies and engaged management team they wanted – right here at Sanctuary Wealth. We can’t wait to show TOVA Founder and Managing Partner, Katie Medina, CFP®, CRPC™, Wealth Advisor Mike Tunney, and Investment Analyst Eric Starkey, CFP®, CRPC™, and client associate Amy Kepler, all the benefits of partnered independence. "After enjoying years of hard work building our practice at our former firm, I hardly recognize the institution it has become, and we needed to make a change for our team and clients," Katie said. "Deciding to move forward with our own firm is a consequential decision and is not something we take lightly. Sanctuary speaks our language and comes highly recommended by others who have left Merrill to start their own business within the network. We only want to make this type of transition once, so we had to find the right partner to ensure success." Welcome to Sanctuary Wealth! Read More: https://lnkd.in/g36yETts #SanctuaryDifference #PowerOfPartnership #PartneredIndependence #WealthManagement #FinancialServices

Welcome, Allison E. Conway! Allison joins #SanctuaryWealth’s as a Senior Marketing Associate to help Sanctuary and its #partnerfirms achieve growth by supporting their product and brand management needs. She will leverage her decade of marketing experience with clients of all sizes to amplify the #SanctuaryDifference. “I love the way marketing allows us to tell human stories and make connections with people across the spectrum of experience,” she says. “I can’t wait to share the stories of Sanctuary and its partner firms.” In her free time, Allison is teaching yoga at a studio near her New Jersey home or traveling the world. Her passport has stamps from more than 40 countries. Last year, she walked the Camino de Santiago, a 500-mile pilgrimage across France and Spain. #PowerOfPartnership #PartneredIndependence #Marketing #WealthManagement

Happy third anniversary of independence to the Cape Rock Private Wealth team! Managing Director, Senior Wealth Advisor, Justin Martini, CEPA; Chief Operating Officer, Wealth Associate, Breanna Lynn; and Registered Wealth Associate, Julia Miesner pride themselves on delivering broad expertise, personal attention and informed guidance to clients with complex needs – and their success speaks for itself! We’re proud to support your efforts!

Happy second anniversary of independence to the team at St. Louis-based Mackie & Waller Wealth Management Group! Firm partners Peter Mackie and Paul Waller, CFP® are maximizing the benefits of #SanctuaryWealth’s #partneredindependence model, leveraging the freedom, flexibility and industry-leading resources to elevate service to their clients and build the business of their dreams. We’re thrilled to see your success as part of the Sanctuary community. Congratulations! #SanctuaryDifference #PartnerFirm #PowerOfPartnership #wealthmanagement #FinancialServices #FinancialAdvisors

Kudos to the team at PrairieFire Wealth Planning, who are celebrating five years of independence as part of the Sanctuary Wealth community! Founder and CEO, Matt Meline, CFP®, Operations Manager, Lisa Meline and Wealth Management Associate, Will S., are all laser focused on delivering high-quality, personalized financial planning support to individuals and families. The goal: to help align each client’s core beliefs with their financial goals and arrive at solutions best suited to their needs. The team’s ongoing success speaks to their commitment and expertise. Special shout out to the firm’s Chief Inspiration Officer (and canine mascot), Shae Meline, for her contagious optimism and enthusiasm! Congratulations and happy anniversary to you all! #SanctuaryDifference #PartneredIndependence #PowerOfPartnership #FinancialServices #FinancialAdvisors #WealthManagement

#SanctuaryWealth CEO Adam Malamed, along with Michael Longley, Lauren Sulkowski, Hannah Krzywonos, Sara Hopkins and Lindsey Messer, welcomed the new student participants and their Sanctuary mentors at a kickoff event. The day included a behavioral training session led by John Hancock, lunch, and an overview of the six-month program, capped off by a fun experience at Topgolf. This joint initiative between Sanctuary and Indiana University - Kelley School of Business (IU) provides sophomores and juniors with the opportunity to learn from experienced professionals in the #financeservices industry. It helps students develop their professional skills, gain exposure to the world of financial services, and potentially secure an internship opportunity with Sanctuary Wealth. Welcome to the program, Logan Avery, Easton Freed, Dannette Schutz, Tatum Siebert, Remy Haghighi, Frank J. Svete and Sarayu Kalwa! We're excited to have you on board. A big thank you to our mentor team, including #partnerfirm members Bradley Chappell, CIMA®,CRPC®, Jason Greenfield, Grace Speckman, CFP®, Tammy Williams, James Corrigan, Ronan M. O'Byrne and Lisa Bush, for guiding the next generation of financial professionals. #SanctuaryDifference #PowerOfPartnership #Mentoring #FinancialAdvisors

Welcome to Team #SanctuaryWealth, Holly Friedman! We’re always looking for talented and dedicated employees with the skill and passion to deliver outstanding service to our #partnerfirms. And that’s what we’ve found in Holly! She joins the team as Project Manager, Platforms, where she has already made an impact executing strategic projects working alongside cross-functional teams, including IT, compliance, legal, sales and operations. A native of Long Island, New York, Holly brings over 13 years of experience as a certified PMI project manager working in #financialservices to her new role. She enjoys collaborating with her peers to drive efficiency, productivity, and value. And pizza. Holly LOVES pizza. Everyone is thrilled to welcome you on board, Holly, and we’re all looking forward to working with you! #SanctuaryDifference #partneredindependence #wealthmanagement #financialservices #financialadvisors

Congratulations to The Longo Group’s President and Senior Wealth Advisor, Ted Longo, CFP®,CIMA®,ChFC® and his entire team as they celebrate four years of partnered independence within the Sanctuary Wealth community! Our very first Louisiana-based partner firm, The Longo Group continues to enjoy great success doing what they do best: engaging their clients, listening to their concerns and developing personalized plans and solutions that align with their goals and needs. We’re honored to support your work helping clients attain financial well-being! #SanctuaryDifference #PartneredIndependence #PowerOfPartnership #FinancialServices #FinancialAdvisors #WealthManagement

Happy third anniversary of independence to Ausperity Private Wealth founders Rory O'Hara, CFP®, CRPC®", Shane Fox, CPFA, CRPC®, Geoff Degener, CPFA and Jennifer Fisher, ChFC® and their dedicated team of specialists! From designing inventive, personalized financial plans for individuals and families to actively supporting their community, these next-gen professionals exemplify the idea of doing well and doing good! We’re proud to count you among the Sanctuary family! #SanctuaryDifference #PartneredIndependence #PowerOfPartnership #FinancialServices #FinancialAdvisors #WealthManagement

Public vs. Private Markets. #SanctuaryWealth Chief #Investment Strategist Mary Ann Bartels was joined by colleague Patrick McGowan, Brian Levitt from Invesco US and Alex Wright of Apollo Global Management, Inc. to explore market insights. Their discussions covered the Yen carry-trade, the impact of geopolitical factors and the presidential election on #markets and how #financialadvisors can guide investors by properly allocating and diversifying portfolios. Affiliating with a firm at the forefront of these macro trends is crucial, as it helps you navigate the markets and filter the noise. We are very grateful to our strategic partners for sharing their intellectual capital. Learn more at www.SanctuaryWealth.com #SanctuaryDifference #WealthManagement #Investing #Money