Sanctuary Wealth Expands Its Network with the Addition of Richard LeSavoy

Sanctuary Wealth Expands Its Network with Richard LeSavoy

Sanctuary Wealth continues to grow its network by welcoming Richard LeSavoy, a seasoned financial advisor, into its fold through the Enterprise Partner Program. This move is set to enhance the experiences provided to clients while expanding Sanctuary’s presence in the financial advisory landscape.

A New Chapter for LeSavoy

Richard LeSavoy, who has spent more than a decade building his practice at Lincoln Investment, is now a part of Centeras Private Wealth, a firm co-founded by Travis Grieb in 2020. This addition signifies not only a change for LeSavoy but also a strategic growth step for Centeras, which now manages $175 million in client assets. LeSavoy, who previously dedicated 35 years to a successful manufacturing career, has made the transition to personal financial planning, where he aims to assist clients in achieving financial independence.

Travis Grieb expressed enthusiasm about LeSavoy joining the Centeras team, noting his dedication to delivering quality service to clients. Grieb remarked, "I've known Richard for several years and have been impressed by the quality of his business and his dedication to clients. His high-touch client service approach aligns perfectly with our firm’s culture."

Centeras Private Wealth's Mission

Centeras Private Wealth focuses on serving individuals, families, small business owners, and retirees, helping them manage their financial lives more confidently. LeSavoy’s integration into the firm underscores their commitment to placing clients' best interests at the forefront of every decision.

LeSavoy shared his thoughts on the decision to join Centeras, saying, "After contemplating a move for several years, I found the right partners with Centeras and Sanctuary. I felt an immediate connection and cultural alignment with Travis and his team. Continuity for my clients is essential, and I am confident they will be well-cared for."

The Enterprise Partner Program

Sanctuary's Enterprise Partner Program is designed to foster growth within its partner firms by guiding them in integrating new advisors. This program not only provides educational resources but also helps Partner Firm leadership transition from managing their own businesses to cultivating a larger enterprise. Advisors who complete this rigorous program earn accreditation, positioning them for significant growth opportunities.

Vince Fertitta, President of Sanctuary Wealth, shared insights regarding the success of the Enterprise Partner Program, pointing out the importance of ensuring a seamless integration of experienced advisors. "Centeras was one of our earliest Partner Firms, and they've been growing organically with us for over five years. Richard’s addition will only strengthen their position and improve their service capabilities."

About Sanctuary Wealth

Sanctuary Wealth stands as a leader in the hybrid Registered Investment Advisor (RIA) sector, offering comprehensive wealth management solutions and partnership opportunities. With over 125 partner firms across 32 states and more than $55 billion in assets, Sanctuary is dedicated to providing support, resources, and infrastructure to help partner firms thrive in an evolving marketplace. It also recently expanded its service offerings by acquiring tru independence in 2024, which allows partner firms to tailor their services more effectively to their unique needs.

Sanctuary Wealth’s commitment to high-quality client service and advisor independence makes it a prime destination for seasoned professionals like LeSavoy. As the company continues to expand its capabilities and offerings, it reinforces its role as a key player in the financial advisory industry.