2018-06-27T11:17:17+00:00

WHAT WE BELIEVE

Our guiding principles are the cornerstone of Sanctuary Wealth Partners and the precepts to which Advisors hold fast as they help direct Sanctuary.  Partnered independence, building a secure future, arming partners with the most current thought-leadership and adhering to laser-sharp client focus – these are the principles we stand for and the values that guide all we do at Sanctuary Wealth Partners. 

Partnered Independence

At Sanctuary Wealth Partners, we provide comprehensive, customized marketing and strategic branding to smooth your transition and optimize your success.  We offer consummate support in diverse areas of business management so you can focus on what you do best, serve your clients.  Your operational backing includes:

Best-of-breed support for every aspect of your business.

Client-Focused Service

Ours is a client-centric culture. Everything we do makes it easier for you to serve your clients with outstanding service, exceptional platforms and unwavering fiduciary commitment. Access to an open-architecture approach means you and your clients benefit from the most current technology and the most sophisticated products and services. Teamwork among our Advisors drives better performance and facilitates the highest caliber of thinking that benefits all clients of the firm.

Supported independence allows you to focus on what comes first, your clients.

Secured Future

When you join Sanctuary Wealth Partners, you join as a partner, with both an emotional and financial equity stake. You enjoy the benefits of being an entrepreneur and being part of an elite network of partners that supports your success in every way. From opportunities for personal growth and development throughout your career to the intellectual stimulation that comes from working in a disciplined, smart and collaborative environment, you’ll find yourself with a renewed zeal and enhanced ability to serve your clients.

Build your equity while you build your future.

Increased Knowledge

At Sanctuary Wealth Partners, we have a mutual commitment to each other along with a commitment to creating an environment of respect, integrity and continual growth. We believe that all partners benefit from having access to the latest research, most up-to-date financial information and advanced thought leadership, and that through digital media and other means, they are positioned to share this knowledge broadly across the firm. Given the extraordinary caliber of Advisors in the practice, and the sophisticated needs of the clients they serve, you can be assured a network of people who are ready, willing and deeply qualified to support you with expert counsel and advice.

HOW WE DELIVER

A relationship with Sanctuary Wealth Partners means a relationship with best-in-class service providers, the most advanced technology and operations along with a comprehensive suite of products to serve your clients’ needs, no matter how complex they may be. From wealth management planning and capital markets to investment banking and family office services, we offer access to a broad menu of financial solutions that enable you to focus your best thinking on your client, not on where a product will be sourced or how it will be managed. Our open-architecture approach gives you choice and flexibility, as well as the benefits derived from economies of scale.

Capital Markets and Investment Banking

We offer capital markets expertise to your clients in a wide variety of financial instruments, whether fixed income or equity, taxable or tax-exempt debt. We also provide access to alternative investments, structured products, trading and sales. Our trading services provide access to a wide variety of securities and resources to help you incorporate them into your clients’ portfolios more effectively and efficiently. Unlike the wirehouses, our Advisors have full access to the Street inventory, without the same firm markup. Our trading desk was created to be a service center, not a profit center.

From strategy to execution, we can help provide the confidence and support your clients need to achieve their unique objectives. Whether growing, divesting, or pursuing new opportunities, you will find that our investment banking capabilities enable us to assist with merger and acquisition advisory, both sell- and buy-side support, and arrange financing through such sources as private equity and venture capital.

Capital Markets and Investment Banking

We offer capital markets expertise to your clients in a wide variety of financial instruments, whether fixed income or equity, taxable or tax-exempt debt. We also provide access to alternative investments, structured products, trading and sales. Our trading services provide access to a wide variety of securities and resources to help you incorporate them into your clients’ portfolios more effectively and efficiently. Unlike the wirehouses, our Advisors have full access to the Street inventory, without the same firm markup. Our trading desk was created to be a service center, not a profit center.

From strategy to execution, we can help provide the confidence and support your clients need to achieve their unique objectives. Whether growing, divesting, or pursuing new opportunities, you will find that our investment banking capabilities enable us to assist with merger and acquisition advisory, both sell- and buy-side support, and arrange financing through such sources as private equity and venture capital.

Transition Support

Sanctuary’s team members and resource partners have transitioned more than $60B in assets from wirehouses to the independent space. With experience in building technology to support the process and in assessing the right custodial platform for your practice, Sanctuary has the knowledge, and more important, the experience to help you move your business and design it to support the way you want to operate. Our transition team provides exceptional web-based tools to ensure tight project management, a highly customized roadmap, and other business solutions dedicated to helping you evolve to the independent model.

Real Estate

Selecting the right place to locate your office is paramount. You want it to be welcoming to clients, fully functional for you and your team, and, of course, affordable. Through our partnership with one of the country’s leading real estate firms, you have access to prime properties as well to professionals who know how to negotiate the finer details of real estate transactions. We will help you secure and set up the most advantageous space under the most attractive terms possible.

Real Estate

Selecting the right place to locate your office is paramount. You want it to be welcoming to clients, fully functional for you and your team, and, of course, affordable. Through our partnership with one of the country’s leading real estate firms, you have access to prime properties as well to professionals who know how to negotiate the finer details of real estate transactions. We will help you secure and set up the most advantageous space under the most attractive terms possible.

Tax and Accounting Services

For Advisors and their clients who require tax expertise and accounting support, we provide direct access to highly qualified tax and accounting specialists with deep experience in delivering sophisticated tax management solutions. These professionals are adept at addressing the unique issues faced by high-net-worth individuals, business owners, and philanthropic organizations.

Customized Marketing

As a Sanctuary partner, you can tap some of the most creative marketing minds in the business, who will not only build your brand but help position you to achieve resounding success. From supporting your launch through website design, collateral development, and e-marketing materials to cultivating prospects and clients through social media and other resources, you can be assured of exemplary service that is thoroughly customized to address your needs and resonate with the clients you serve.

Customized Marketing

As a Sanctuary partner, you can tap some of the most creative marketing minds in the business, who will not only build your brand but help position you to achieve resounding success. From supporting your launch through website design, collateral development, and e-marketing materials to cultivating prospects and clients through social media and other resources, you can be assured of exemplary service that is thoroughly customized to address your needs and resonate with the clients you serve.

Human Resources and Employee Benefits

How you manage your talent is key to the success of your practice. Because your people are your most important asset, recruiting, hiring, growth and development, motivation, and engagement are all essential concerns. Your ability to provide appealing employee benefits goes a long way in attracting and retaining the high-caliber employees you need to help carry out your firm’s goals and ensure long-term success.

Family Office Services

Exemplifying the firm’s dedication to delivering a client-centric, holistic platform to high-net-worth clients is Kiely & Associates, LLC, a Noyes Group affiliate, that provides comprehensive family office, tax, and business solutions. Through Kiely, high-net-worth clients of Sanctuary enjoy the level of family office services typically available only to those at the highest wealth level. As a partner in Sanctuary, you can offer your clients a full range of Family Office solutions including bill pay services, cash management, tax strategies and accounting, trust and estate planning as well as management of philanthropic giving.

Family Office Services are unique to the wealth management platform we offer high-net-worth clients.

  • Bill Pay
  • Cash Management
  • Tax Strategies
  • Accounting
  • Trust and Estate Planning
  • Philanthropic Management

Family Office Services

Exemplifying the firm’s dedication to delivering a client-centric, holistic platform to high-net-worth clients is Kiely & Associates, LLC, a Noyes Group affiliate, that provides comprehensive family office, tax, and business solutions. Through Kiely, high-net-worth clients of Sanctuary enjoy the level of family office services typically available only to those at the highest wealth level. As a partner in Sanctuary, you can offer your clients a full range of Family Office solutions including bill pay services, cash management, tax strategies and accounting, trust and estate planning as well as management of philanthropic giving.

Family Office Services are unique to the wealth management platform we offer high-net-worth clients.

  • Bill Pay
  • Cash Management
  • Tax Strategies
  • Accounting
  • Trust and Estate Planning
  • Philanthropic Management

Practice Management

We provide a range of training and technology services aimed at improving the management of your practice, your profitability, and sustainability. From the most up-to-date Advisor learning systems and determining optimum workflows to establishing the most effective Customer Management Systems, we ensure your business benefits from the best practices sourced across our entire network.

Operations and Back Office Support

Your business is about spending time on your clients, not about the back office. Our world-class solutions give you the freedom to manage your office the way you choose with maximum operational efficiency. Through relationships with several of the world’s top custodians, we provide a complete range of capabilities and support for clearing and custody of your clients’ assets. From performance reporting and billing to human resources and expense management, our outstanding partners use state-of-the-art technology to facilitate workflows, keep your business running efficiently and in sync with both your budget and your client service objectives.

Operations and Back Office Support

Your business is about spending time on your clients, not about the back office. Our world-class solutions give you the freedom to manage your office the way you choose with maximum operational efficiency. Through relationships with several of the world’s top custodians, we provide a complete range of capabilities and support for clearing and custody of your clients’ assets. From performance reporting and billing to human resources and expense management, our outstanding partners use state-of-the-art technology to facilitate workflows, keep your business running efficiently and in sync with both your budget and your client service objectives.

Capital Strategy and M&A

From strategy to execution, we can help provide the confidence and support you need to meet your unique business objectives. We can assist with merger and acquisition advisory, succession planning, business restructuring as well as help raising capital in the public or private markets. All of our resources, including relationships with bankers, lawyers, and other professionals are put to work on your behalf.

Preeminent Technology

Essential to the advantages we offer are the advanced platforms that both Advisors and their clients benefit from through our top-tier resource partners. Our open-architecture platform enables us to select the most advanced technological resources and seamlessly update our capabilities for the benefit of all partners and their clients. From reporting to trading and rebalancing platforms, to automated securities-based lending, independence allows us to be nimble and stay ahead of the curve when it comes to introducing innovations in technology solutions.

Preeminent Technology

Essential to the advantages we offer are the advanced platforms that both Advisors and their clients benefit from through our top-tier resource partners. Our open-architecture platform enables us to select the most advanced technological resources and seamlessly update our capabilities for the benefit of all partners and their clients. From reporting to trading and rebalancing platforms, to automated securities-based lending, independence allows us to be nimble and stay ahead of the curve when it comes to introducing innovations in technology solutions.

Compliance and Risk Management

As an Advisor, you are required to comply with regulations set forth by the Securities and Exchange Commission (SEC). Your goal is to focus on your clients; ours is to manage the rules and regulations. We will stay on top of the compliance requirements such as state registrations and notice filings, drafting customized policies and procedures, risk management, Compliance Officer training, Advisor registrations and terminations, preparation for regulatory examinations, and more.