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?

We care more about you than the size of your investment portfolio.