Sanctuary Wealth

We're still buzzing from our recent IMS2025 event and the incredible lineup of speakers, educational sessions, and valuable connections that truly set the stage for success. Our goal is to help our Partner Firms expand their horizons and build lasting wealth for their clients. We brought together the brightest minds in wealth management for collaboration, learning, and innovation. From dynamic peer-to-peer networking to engaging with our trusted strategic partners, attendees had the opportunity to dive deep into market, economic, and investment trends. Plus, they explored Sanctuary’s exciting new solutions to drive growth. There was something for everyone—and then some! We were delighted to host so many outstanding professionals, and thrilled to hear their rave reviews. #BetOnYourself #SanctuaryDifference #PartneredIndependence #PowerOfPartnership #WealthManagement #FinancialAdvisors #IMS2025

The spotlight on alternative investments shone on Patrick McGowan, Sanctuary Wealth’s Head of Alternative Investments, and Victoria Greene, CFA, Chief Investment Officer at Sanctuary Partner Firm G Squared Private Wealth. The two discussed what financial advisors need to be aware of to effectively deliver Private Equity when it comes to fund structure, fee arrangements, co-investments, access and transparency at a recent Alternatives in Wealth Management Forum. Alts are an increasingly important part of investors’ portfolios and Sanctuary has a dedicated team serving its Partner Firms and RIAs as they consider making allocations to private markets. #AlternativeInvestments #BetOnYourself #SanctuaryDifference #Investing #Finance #FinancialAdvisors

Over the weekend M&K Legacy Wealth celebrated their first anniversary! It’s been a year filled with excitement, success and pride for this team of outstanding professionals. Congratulations to Founders and Managing Partners J. Miller, CFP®, APMA™ and Chad Keller, CFA®, AIF®, CEPA®; Director of Operations, Jessica Keller, MBA; Sr. Wealth Associate, Cindy Staggs; and Wealth Associate, Elizabeth Lamkin for all you do to support your clients’ well-being. You are truly their “Partner in Possibilities” and we’re thrilled to support your efforts! #BetOnYourself #SanctuaryDifference #PowerOfPartnership #PartneredIndependence

In The Week Ahead report, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels offers an informed assessment into what’s driving ongoing market volatility and what investors can expect. How far can the market correct? Mary Ann anticipates at least a 10% move, but the market can overshoot this level. On a positive note, she expects Technology to resume its rally. She notes we remain buyers, believing the equity market is not in a bear market liquidation of assets, but in a rotation of cyclical to Defensive sectors. The Week Ahead is exclusive content prepared for Sanctuary Wealth's Partner Firms and their clients. Learn more at https://hubs.li/Q03bcwZ00 #BetOnYourself #SanctuaryDifference #Money #Markets #Investing #TheWeekAhead

The women of Sanctuary Wealth and its Partner Firms are impressive beyond words. Their intelligence and commitment to their work and their communities continues inspires us all. Thank you for everything you do. Happy International Women’s day! #BetonYourself #SanctuaryWealth

Exciting to share that Brian Cooke, CIMA®, Partner at Cooke Financial Group and Co-Founder of Sanctuary Wealth, along with Vince Fertitta, President at Sanctuary Wealth, participated in a panel at this week’s Forbes SHOOK Top Teams Summit. The conversation focused on Ideas for Growth, diving deep into the team dynamics of a family business, the importance of effective marketing, and the roles each team member plays in driving success. A key takeaway: Client engagement and delivering a seamless experience are essential. Brian shared that at Cooke Financial, every touchpoint is designed to enhance the client journey. #ForbesSHOOK #ClientEngagement #FamilyBusiness #Marketing #Growth #CookeFinancial #SanctuaryWealth

Sue English Mazzetti of Quorum Private Wealth has been doing truly remarkable things. As president of Financial Women of San Francisco, Susan's contributions will have a generational impact and we're so proud she's part of our family. FWSF is dedicated to advancing women in finance via networking, education, scholarships and mentorship Sanctuary Wealth is proud to be working with Sue and many other brilliant women for our EmpowerHer initiative, bringing women in finance together for bold conversation and bold action. We look forward to paving new paths forward alongside Sue and Quorum Wealth. #BetOnYourself #SanctuaryDifference #PartneredIndependence #PowerOfPartnership #FinancialAdvisors

Please join us in applauding Conversant Wealth Management on its 5th anniversary of independence as part of the Sanctuary Wealth community! The Conversant team, led by founders Jeremy Niederstadt, CFP®ChFC®CPFA® and Jeffrey Courtemanche, and includes Client Service Associate Marina Bauk, offers clients a full suite of custom financial planning and investment management solutions grounded in expertise, collaboration and transparency. Congratulations on all your success. We are proud to support all of your wonderful work! #BetOnYourself #SanctuaryDifference #PowerOfPartnership #PartneredIndependence #wealthmanagement #financialadvisors

This week, Lauren Ratcliff and Hannah Krzywonos visited the Kelley School of Business - IU to present to the Wealth Management Workshop students—opening the door to the third cohort of our Mentor Program! This program is all about empowering the next generation of financial advisors, giving students direct access to industry leaders, real-world insights, and the tools they need to build successful, independent careers. A huge shoutout to James Humphries, JD, IU alum and co-founder of Mindset Wealth Management, for sharing his career journey—from student to entrepreneur in the RIA space. His story of breaking into independence was nothing short of inspiring! To the students applying—best of luck! We can’t wait to see who joins our next Mentor Program cohort. And to the entire workshop—wishing you a strong finish to the semester! #SanctuaryWealth #BetOnYourself #PowerofPartnership

Can you believe these breakout sessions?! 😲 Educational, inspirational, and everything else you could ever want from these leaders. Thank you for the collaboration and effort. We’re still rereading all of our notes from IMS 2025! #BetOnYourself #SanctuaryDifference #IMS2025 #Investing #PowerOfPartnership