Sanctuary Wealth is an SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you.
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Trusted Team & Resources
We are a team of experienced and credentialed professionals with diverse skills and a proven track record delivering trusted guidance, relevant solutions, and highly personal service.
Trusted Resources
To help us capitalize on the emerging solutions and proven benefits of independence, we have aligned with proven industry leaders.
BNY Pershing is the largest custodian in the world and will continue to be the trusted custodian of our clients’ assets. BNY Mellon custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years.
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