Sanctuary Wealth Expands Independent Network with Experienced Advisor Lance Huebner
In a significant development in the financial services sector, Sanctuary Wealth has announced the addition of Lance Huebner, the founder of GFC Planning, to its esteemed network of independent advisors. Formerly a key player at Morgan Stanley, Huebner has built a reputation for providing exceptional financial planning and wealth management services. His firm GFC Planning, based in Woodbury, Minnesota, brings with it a remarkable portfolio of $120 million in total client assets, underscoring Huebner's success even before joining Sanctuary.
Sanctuary Wealth is known for empowering elite financial advisors by granting them the freedom, flexibility, and control needed to thrive in a rapidly evolving financial landscape. The company’s Partnered Independence platform is designed for advisors like Huebner, who seek to enhance their practice while maintaining a service-oriented approach. Vince Fertitta, President of Sanctuary Wealth, welcomed Huebner warmly, emphasizing his impressive track record and commitment to client service. Fertitta described Huebner as a "decorated veteran" and a prime example of the next-generation talent Sanctuary aims to cultivate.
Huebner's firm, GFC Planning, is rooted in strong moral values, emphasizing the importance of family, faith, and community—elements that underpin its operations. The acronym "GFC" symbolizes these core principles, reflecting Huebner's commitment to high-quality work and giving back to his community. In his transition to Sanctuary Wealth, Huebner expressed enthusiasm over the support provided by the Sanctuary team, highlighting how their comprehensive systems facilitated a smoother transition. This support has been crucial as he aims to better serve his existing clients and expand his services moving forward.
With a career spanning 15 years in wealth management, Huebner initially gained experience at notable firms such as Wells Fargo and U.S. Bank before establishing his practice at Morgan Stanley. His military background, having been a combat-decorated U.S. Army veteran, adds further depth to his character and professional integrity. As Huebner looks to the future, he aims not just to build a successful business, but to foster a legacy that goes beyond individual success.
Sanctuary Wealth has rapidly established itself as a leading hybrid Registered Investment Advisor (RIA) with a robust network of over 125 partner firms across 32 states, collectively overseeing more than $55 billion in assets. Their recent acquisition of tru independence in 2024 has further broadened their affiliation options, allowing for diverse models that cater to the unique needs of each partner firm. Huebner’s joining Sanctuary is not just a personal milestone; it signifies a strategic growth move for both Huebner’s practice and the overarching Sanctuary network.
As financial markets continue to evolve, the need for agile and client-focused wealth management solutions becomes increasingly evident. By incorporating visionary advisors like Lance Huebner, Sanctuary Wealth not only enriches its own network but also enhances the value provided to clients. The alignment of values between Huebner and Sanctuary is sure to create a mutually beneficial environment aimed at fostering success in today's competitive financial landscape. Looking ahead, both Huebner and Sanctuary Wealth are poised for growth, committed to adapting strategies that meet the needs of their clients and contribute positively to the community at large.
Sanctuary Wealth is known for empowering elite financial advisors by granting them the freedom, flexibility, and control needed to thrive in a rapidly evolving financial landscape. The company’s Partnered Independence platform is designed for advisors like Huebner, who seek to enhance their practice while maintaining a service-oriented approach. Vince Fertitta, President of Sanctuary Wealth, welcomed Huebner warmly, emphasizing his impressive track record and commitment to client service. Fertitta described Huebner as a "decorated veteran" and a prime example of the next-generation talent Sanctuary aims to cultivate.
Huebner's firm, GFC Planning, is rooted in strong moral values, emphasizing the importance of family, faith, and community—elements that underpin its operations. The acronym "GFC" symbolizes these core principles, reflecting Huebner's commitment to high-quality work and giving back to his community. In his transition to Sanctuary Wealth, Huebner expressed enthusiasm over the support provided by the Sanctuary team, highlighting how their comprehensive systems facilitated a smoother transition. This support has been crucial as he aims to better serve his existing clients and expand his services moving forward.
With a career spanning 15 years in wealth management, Huebner initially gained experience at notable firms such as Wells Fargo and U.S. Bank before establishing his practice at Morgan Stanley. His military background, having been a combat-decorated U.S. Army veteran, adds further depth to his character and professional integrity. As Huebner looks to the future, he aims not just to build a successful business, but to foster a legacy that goes beyond individual success.
Sanctuary Wealth has rapidly established itself as a leading hybrid Registered Investment Advisor (RIA) with a robust network of over 125 partner firms across 32 states, collectively overseeing more than $55 billion in assets. Their recent acquisition of tru independence in 2024 has further broadened their affiliation options, allowing for diverse models that cater to the unique needs of each partner firm. Huebner’s joining Sanctuary is not just a personal milestone; it signifies a strategic growth move for both Huebner’s practice and the overarching Sanctuary network.
As financial markets continue to evolve, the need for agile and client-focused wealth management solutions becomes increasingly evident. By incorporating visionary advisors like Lance Huebner, Sanctuary Wealth not only enriches its own network but also enhances the value provided to clients. The alignment of values between Huebner and Sanctuary is sure to create a mutually beneficial environment aimed at fostering success in today's competitive financial landscape. Looking ahead, both Huebner and Sanctuary Wealth are poised for growth, committed to adapting strategies that meet the needs of their clients and contribute positively to the community at large.
Topics Financial Services & Investing）
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