Sanctuary Wealth Welcomes $225 Million Oklahoma Advisor, Elevating Financial Services

Sanctuary Wealth Welcomes CopperSky Wealth



In a significant move for the financial landscape, Sanctuary Wealth has announced that it has welcomed CopperSky Wealth, a firm based in Elk City, Oklahoma, and managing over $225 million in client assets. This transition marks a pivotal moment for CopperSky, founded and led by Justin R. Koch, who has dedicated his career to serving clients as a financial advisor.

Having spent 17 years in an employee-centric model with Edward Jones, Koch made the strategic decision to embrace independence, believing it was time to launch CopperSky Wealth and deliver enhanced service to his clients. Together with his partners Kari Payne and Joy York, Koch aims to provide tailored financial solutions that reflect their commitment to high-net-worth individuals and families.

Vince Fertitta, President of Wealth Management at Sanctuary Wealth, expressed excitement about this partnership, stating, "Justin spent his entire career in an employee model and knew the time was right to make the jump to independence and run his own business." This independence model allows financial advisors like Koch the freedom to unlock their potential and create long-term value for their clients.

The philosophy behind CopperSky is centered on shared values—faith, respect, effort, curiosity, and perseverance—aiming to engage clients not just as numbers, but as partners on their financial journeys. The firm’s client base primarily consists of high-net-worth individuals, including C-Suite professionals and business owners, who are often seeking a more personalized approach often not found in larger money-center firms.

Koch remarked, "We believe Sanctuary shares our mindset and will treat us like valued clients. From innovative technology to alternative investment solutions to terrific transition support, Sanctuary has helped us hit the ground running and provided us with everything we need to expand our practice."

Transitioning Towards Independence



Transitioning to an independent model offers CopperSky the capability to make decisions that prioritize its clients. Koch explained the dedication to providing top-tier service that encompasses comprehensive financial planning and investment management with a profound understanding of each client's unique circumstances.

Sanctuary Wealth has positioned itself as a leader in the hybrid Registered Investment Advisor (RIA) landscape by providing well-accredited advisors the robust structure needed to thrive in today's ever-evolving market. With a network of over 125 partner firms across 32 states, accumulating more than $50 billion in assets, Sanctuary Wealth embodies the essence of partnered independence.

Adam Malamed, CEO of Sanctuary Wealth, stated, "We have built the infrastructure, support, and resources to provide groups like theirs the freedom, flexibility, control, and choice they need to build on their past success and thrive in today's evolving landscape." His words echo the importance of creating an environment where advisors can focus on delivering outstanding service without the constraints often associated with traditional corporate frameworks.

The Path Ahead



As CopperSky Wealth embarks on this new journey, the firm is looking to leverage the resources and expertise offered by both Sanctuary Wealth and Goldman Sachs—its primary custodian—to expand its service offerings and improve client outcomes. The collaborative potential of having a supportive network is expected to aid CopperSky in achieving its mission of delivering high-level, culturally appropriate financial services that truly resonate with their clients.

In conclusion, this partnership signifies not just a new chapter for CopperSky Wealth but also exemplifies a growing trend in the financial advisory industry. Advisors are increasingly recognizing the advantages of independence, allowing them to provide tailored solutions while enhancing the client experience. With the backing of Sanctuary Wealth, CopperSky is poised to make a significant impact in the financial services space, delivering exceptional value to its clients for years to come.

Topics Financial Services & Investing)

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