
Jim Dickson
@jdicksonsw
CEO and Founder of Sanctuary Wealth; serves on its Board of Directors. Welcomes inquiries from advisors seeking #PartneredIndependence.
ID: 998909005186682880
https://www.sanctuarywp.com/ 22-05-2018 12:50:40
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390 Following


We’ve always understood the role M&A can play in the growth of a firm, and delivered a best-in-class program in 2020 to facilitate a range of opportunities for our partner firms. We’re looking forward to even more activity in 2021… Email [email protected] to learn more.



This week, we kicked off our Advisor Spotlight Series, with Ted Longo of Sanctuary partner firm The Longo Group. Contact [email protected] to have a confidential conversation about how you, too, can be liberated with #PartneredIndependence.





“It is unlikely an international advisor will want to … settle for becoming an employee of yet another company who claims to be committed to them.” Wise words by Vince Fertitta. Reach out to learn about our offshore platform. bit.ly/2YUyfxT

Don’t let the desire to share the news derail your transition - see what attorneys say you can say before, during and after a transition. bit.ly/36ZQTsm If you’re a top advisor considering a move, contact [email protected] to learn about #PartneredIndependence.

Women’s growing influence in business, politics and philanthropy cannot be ignored. At Sanctuary Wealth, we are excited to amplify the voices of our female advisors and look forward to their continued successes in a world that embraces their contributions. bloom.bg/371sGSA










Thrilled to welcome industry veteran, Jeff Kilburg, to Sanctuary Wealth as our Chief Investment Officer and key member of the leadership team! Read more about Jeff and his exciting new role here: prnewswire.com/news-releases/…