Sanctuary Wealth

Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sat down with CNBC Anchor at Large Sue Herera in a webinar exclusive for our partner firms and their clients to break down her just released 2025 Year Ahead Outlook report. The headline: The Bull will keep on charging. Mary Ann says we can expect the S&P 500 will continue its gains with a target range of 7200-7400. Her thesis? By looking to the past, we can see cycles in the economy and her analysis points to a secular bull market and a golden era in investing ahead. #SanctuaryDifference #Investing #Finance #Markets #FinancialAdvisors

Caring for our community is second nature at Sanctuary Wealth, whether it’s in the office collaborating, working to support our partner firms or on the beach helping beautify the idyllic Miami shoreline! Sanctuary’s Day of Giving is a firm-sponsored opportunity for Sanctuary employees to connect with our neighbors and make a real difference. Thanks Austin Flora, CFA, Carmen Irazola, Drew Bertram, Sierra Froilan, Jorge Rendon, Robert Walter, Maureen Walter, Rosario Hondermann, Luis Vieira and Maggie Vergara for participating in this year’s coastal clean-up. Yet another example of great teamwork! #SanctuaryDifference #partneredindependence #financialadvisors #community #culture

What is independence? It’s owning your business, your client relationships and your future. In the latest Friends of Sanctuary podcast, Sanctuary Wealth President Vince Fertitta joins host Chief Investment Strategist Mary Ann Bartels to discuss how the wealth management industry framework has evolved to optimize outcomes for today’s entrepreneurial financial advisor. Check out the conversation at https://hubs.li/Q02Z5gdZ0 Subscribe to the series and hear previous sessions on Spotify and Apple podcasts. https://hubs.li/Q02Z536n0 https://hubs.li/Q02Z50Fl0 #SanctuaryDifference #PowerOfPartnership #podcast #PartneredIndependence #FinancialAdvisors

The High Net Worth Practice of the Future – that’s on the minds of financial advisors everywhere and was the topic of a great discussion at Schwab IMPACT 2024 conference. Sanctuary Wealth’s Head of Advisor Solutions Group, Richard Williams, was part of an impressive panel discussing how successful RIAs attract, serve and retain this growing client segment. Thank you to the Charles Schwab team and the session sponsor BlackRock for inviting Rich to contribute his insights! #SanctuaryDifference #PartneredIndependence #wealthmanagement #financialadvisors

Helping clients better understand market complexities is central to supporting their wealth management goals. Recently, Patrick McGowan, Sanctuary Wealth’s Managing Director, Head of Manager Research & Alternative Investments and Josh Freeman, our Managing Director, Head of Capital Markets, visited Springfield, MO to participate in a client event at the NobleVest Private Wealth offices. Josh offered insights on structured notes and exchange funds, while Patrick talked alternatives, including asset managers disintermediating banks. It was great to see Patrick and Josh connecting with the Noblevest team and supporting their client engagement and education efforts! #SanctuaryDifference #PowerOfPartnership #Investments #Alternatives #WealthManagement

Our partner firms do remarkable things for their communities and we couldn't be more proud of their contributions. Our Sanctuary Cares program is our way of giving back to the organizations our partner firms are already doing remarkable work with. Each year, celebrated at our OASIS conference, we announce the three recipients of the Sanctuary Cares grant. Please help us celebrate the recipients and the organizations they support. Congratulations to this year’s winners! 3rd place recipient: Deschutes Investment Consulting, received a donation to the Native American Youth and Family Center (NAYA). 2nd place recipient: Jackson Hill & Fish Private Wealth Advisors received a donation to support SAFEchild NC. 1st place recipient: Mercer Wealth Management Group received a donation to support the National Kidney Foundation. Learn more at https://hubs.li/Q02YN4KW0 #SanctuaryDifference #Philanthropy #PowerOfPartnership #PartneredIndependence

Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels remains bullish as ever as we head into the unofficial start of the holiday season. In The Week Ahead report, she notes that while equities are up over 20% this year, many market watchers remain skeptical of the bull as they remember the five market corrections we have experienced. Mary Ann believes market gains will hold with the economy posting strong growth, earnings coming in better than expected and the Fed cutting interest rates. Still, with interest rates rallying on stronger economic data and inflation remaining sticky, we may have some choppiness between now and year-end. The Week Ahead is exclusive content prepared for Sanctuary Wealth's partner firms and their clients. Learn more at https://hubs.ly/Q02YBkn70 #SanctuaryDifference #Markets #Finance #Investing #PowerOfPartnership

What's to come in the Year Ahead? The Bull will keep on charging! Get ready for Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels to present her highly anticipated 2025 Year Ahead Outlook at a special webinar moderated by Sue Herera, CNBC Anchor-at-Large and award winning financial journalist, next Wednesday. Mary Ann will provide in-depth analysis of what to expect in the coming year. This event is exclusive to Sanctuary Wealth and tru Independence partner firms and their clients to help them all better prepare for 2025! #SanctuaryDifference #partneredindependence #wealthmanagement #financialadvisors

At Sanctuary Wealth, we’re always inspired by advisors sharing their journey to partnered independence. Recently, Dylan O'Shea, CFP®, CSRIC®, CPFA®, partner at Quorum Private Wealth, joined Mindy Diamond on Wirehouse Connections to discuss his transition from Merrill Lynch and his decision to partner with Sanctuary. He shares the exciting opportunities this move has created for both him and his clients as well as his personal journey to fulfilling his professional and personal ambitions! Thank you, Mindy, for sharing Dylan’s story with your audience! #SanctuaryWealth #PowerOfPartnership #PartneredIndependence #FinancialAdvisors #FinancialServices

The talk was all about alts during Sanctuary Wealth’s recent Year-End Private Markets Asset Allocation Outlook webinar. Hosted by Patrick McGowan, Sanctuary’s Head of Manager Research and Alternative Investments this interactive and informative session weighed in on market trends, investment opportunities and potential headwinds in the private market sector. Participants also learned more about how alts can add value to investor portfolios, enhance diversification and possibly boost returns. A huge thank you to our panelists for joining us to share their perspectives: Brett Schlemovitz from StepStone Private Wealth, Adam Larson from COTTONWOOD COMMUNITIES, INC., Paula Campbell Roberts from KKR and Phil Huber, CFA, CFP® from Cliffwater. #SanctuaryDifference #wealthmanagement #investing #financialservices #markets