Plan your financial future.
For a lot of people, earning money is easier than figuring out how to manage it over the years.
Fortunately, there are thousands of banks, wealth management firms, and financial advisors ready to help.
Many of them are excellent. But there is one drawback.
Sticker shock.
Fact: Many financial planning companies charge a percentage of the assets they manage.
Sanctuary is different. It doesn’t matter if you’re worth a hundred thousand or a hundred million. Everyone gets in-depth planning. Everyone gets personal attention. And fees are determined by the services you need – not how much money you have.
Looking for financial advice that goes beyond your assets?
You’re more important than your net worth.
Many financial advisors are interested in managing assets first, and providing planning second. At Sanctuary, we make financial advice available to everyone – regardless of your net worth. So whether you’re a business owner whose wealth is in your business, or just getting started on your wealth building journey, we can help you answer the question: “Am I on track?” Get started.
We help you develop a plan to serve as a framework for all of your financial decisions.
Life is a never-ending series of transitions, and new chapters can be overwhelming. At Sanctuary, we’ve been through a few transitions of our own, which is why we’re passionate about guiding our clients through the ups, the downs and everything in between. Get started.
Pay only for the planning time
you need.
Life ebbs and flows and so should your costs. When you need financial help Sanctuary is there. And when you don’t? There are no fees or other recurring charges. What you need, when you need it. No more. No less. Get started.
Develop more confidence in your financial decisions.
You love your spreadsheets and relish managing your investments. Wouldn’t it be great to get insight from someone who can see the big picture? Our model is ideal for the DIYer. You pay for what you need, and have a relationship that you can trust when you no longer want to manage the details. Get started.