Enough already.
The wealth management industry is overcomplicated and intimidating. You deserve better.
How we're different
Enough already.
The wealth management industry is overcomplicated and intimidating. You deserve better.
We’ve been where you are.
You’re facing questions no spreadsheet can answer – about identity, purpose and what comes next. We’ve lived these transitions ourselves, which is why we built Sanctuary to guide others through them.
These aren’t just money questions
These are identity questions. Transition questions. Life questions. And they deserve more than a purely financial answer.
When there are SO many decisions to be made, and countless moving pieces, it’s easy to become paralyzed.
Planning first. Investments second.
The investments are important — but they’re the engine, not the destination.
We begin by understanding what you want your next chapter to look like. Because the goal isn’t an impressive balance sheet. It’s a life that feels meaningful, intentional, and entirely yours
Professional expertise. Personal empathy.
One of us stepped away from a 30-year career. The other provided support and guidance through the journey.
That personal experience combined with decades of professional expertise informs everything we do. Because retirement planning isn’t just about wealth — it’s about designing a life you don’t want to retire from.
Flat Fee. Infinite Possibility.
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Am I going to be okay?
Am I making the best decisions?
Will I have enough?
You could have...
- Control over your financial life
- Confidence that you’re making the right financial decisions
- Peace of mind, knowing you are going to be okay
- Clarity about what comes next, without the stress
- A trusted advisor who provides unbiased guidance
- A plan in place to fuel your dreams
We help you get there with transparency, simplicity, and true partnership.
When you Choose to Work with Sanctuary
Go Beyond the Spreadsheets
We’re not just looking at the dollars and cents of your situation; we dig deeper to fully understand and improve your relationship with money
More than Investments
We give investment advice and SO much more; we want to help you connect ALL of the dots of your financial picture
Simplicity, Not Complexity
Simplicity runs through everything we do. From plain language explanations to streamlined portfolios to plans you can actually understand – we believe clarity creates confidence. And confidence is what lets you move forward without second-guessing.
No Commissions
We don’t sell products, and we don’t earn commissions on anything we recommend; we are fiduciaries solely focused on what is best for YOU
We're Your Guide, Not Your Gatekeeper
Financial planning shouldn’t feel overwhelming or intimidating. We work alongside you as thought partners helping you understand where you are, where you want to go, and how to get there.
Empowering You
We’ll never intimidate or confuse you so that you have to rely on us; we want to educate and guide you so you can take control over your financial life
A Lasting Partnership
Financial planning is a process – not a product; we want to be with you for your entire financial journey and all of life’s transitions
What do our clients think about working with us?
These clients have not been paid or received any compensation for providing testimonials, and there are no material conflicts of interest.
Just some of the situations we help with
The Foundation Builders
Maya & Peter
Maya and Peter are financially stable, but growing wealth brings complex choices around housing, college savings, estate planning, and investments.
The Strategic Structurers
Chris & Monica
Chris and Monica are doing well and saving steadily, but with kids in school and college, they’re now weighing tuition, retirement moves, and long-term flexibility.
The Transition Testers
Mark & Jenna
Mark and Jenna are eyeing major life changes, including career shifts, travel, and honoring a philanthropic pledge—all while considering a drop in income.
Living the Plan
Noah & Avery
Noah and Avery are excited to retire but overwhelmed by pension choices, rollovers, Social Security, Medicare, and replacing their paychecks.
Refining Life and Legacy
Eleanor
Eleanor is financially secure but seeking simplicity through downsizing, giving during her lifetime, and ensuring her plans reflect her values and are clear to her family.
Are you ready to take control of your financial life?
Schedule your free introductory call to see if Comprehensive Wealth Management is right for you.
- Share your situation and what you’re hoping to accomplish
- Learn how we work and what’s included
- Decide if we're the right fit and determine the best path forward