About Sanctuary Advisors


A Better Way to Grow and Preserve Wealth

Sanctuary understands the unique and individual needs of each client. We provide comprehensive wealth advisory services with outstanding client service. We're focused on helping investors reach their financial objectives at every point during their lives.



Independent Advice

We offer clients what they typically don't find elsewhere: Independent, objective advice delivered with integrity and transparency.  All fees are reviewed and if a potential conflict-of-interest is unavoidable, all options are thoroughly explained.



Anticipatory Client Service

We pride ourselves on anticipating your needs and proactively take the initiative so you can rest easy and enjoy the benefits of your wealth.



A Full Range of Services

We offer comprehensive wealth management services to meet all of your needs. We provide investment strategy, money manager search and selection and asset allocation. We work with clients who have concentrated stock positions. We also help clients transfer assets across generations, so they can achieve their philanthropic goals.


Our Team

Comprehensive Services

Sanctuary Advisors delivers a complete range of wealth management services to help clients achieve their changing objectives throughout their lives.



Sophisticated and Customized Investment Capabilities

- No two families are alike and no two portfolios are alike
- Customized asset allocation to achieve your specific investment objectives
- Extensive due diligence on all asset classes and structures - Mutual Funds, Separately Managed Accounts and ETFs
- A focus on managers with outstanding after-tax returns
- Expertise in managing portfolios with concentrated stock positions, typically with a low-cost basis


Asset Protection

- Proper titling of assets
- Trust structures


Generational Wealth Transfer

- Wealth transfer strategies customized to individuals and family members
- Philanthropic strategy and execution to perpetuate your legacy
- Irrevocable life insurance trusts (ILIT)


Seamless Coordination

- Coordination with other trusted advisors, including attorneys and accountants