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.
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.
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
- 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)
- Coordination with other trusted advisors, including attorneys and accountants