Sanctuary Wealth Welcomes Marksman Wealth Management to Its Partnered Network
In a significant move within the financial advisory landscape, Sanctuary Wealth has announced the addition of Marksman Wealth Management, signaling its commitment to expanding its partner network. Founded in San Antonio by the experienced Joseph Schuetze, who has nearly 20 years of industry experience, Marksman aims to deliver holistic financial services tailored for a diverse clientele. The firm’s approach focuses on precise financial planning, diversified investment strategies, and a trustworthy client relationship, aligning seamlessly with Sanctuary's vision of empowering independent advisors.
Joseph Schuetze, previously co-founder of PAX Financial Group, expressed enthusiasm about the transition. He emphasized that Sanctuary's distinct model stood out during his search for a partner that could provide the necessary tools and support to ensure his clients receive the best possible advice. Sanctuary's platform offers not just a wide range of technologies and strategies, but also a robust community of advisors, enabling Marksman to thrive independently. This partnership comes at a time when Sanctuary Wealth is actively growing, having recently incorporated 16 new partner firms with a collective asset management exceeding $10 billion.
Sanctuary Wealth focuses on providing elite financial advisors with the freedom, control, and flexibility needed in today's evolving industry. According to Vince Fertitta, President of Wealth Management at Sanctuary, Joseph's established practice and values are well-suited to leverage the resources the network offers. The partnership promises to not only enhance Marksman's service offerings but also contribute positively to the overall growth of Sanctuary’s expansive network, now counting more than 125 partner firms across 32 states and managing over $50 billion in assets.
CEO Adam Malamed also expressed anticipation for Schuetze’s success within the Sanctuary framework, noting that their mission revolves around fostering independence among wealth management firms while navigating industry challenges. Moreover, Sanctuary Wealth has recently acquired tru independence, expanding its options for partner firms, thus demonstrating an emphasis on tailored solutions that can cater to various business needs.
As Marksman Wealth Management embarks on this new chapter, it joins a growing community of market leaders collectively working towards redefining wealth management. The firm’s commitment to providing transparent and personalized financial guidance is expected to resonate well within their target demographic, consisting of multi-generational clients spanning various wealth stages. With Sanctuary’s support, Marksman aims to enhance its operational efficiencies while focusing on delivering superior client experiences, a core tenet of their service philosophy.
In a rapidly evolving financial landscape where trust and independence are paramount, Marksman's integration into Sanctuary Wealth illustrates a promising future for both entities. By fostering strong partnerships and endorsing an independent approach, Sanctuary Wealth exemplifies its dedication to prioritizing client needs and supporting advisors committed to enhancing their service delivery models.
For those interested in the finance sector, this development is a noteworthy testament to the continuing evolution of wealth management practices, emphasizing the importance of flexibility, independence, and a client-centric focus in these changing times.
Joseph Schuetze, previously co-founder of PAX Financial Group, expressed enthusiasm about the transition. He emphasized that Sanctuary's distinct model stood out during his search for a partner that could provide the necessary tools and support to ensure his clients receive the best possible advice. Sanctuary's platform offers not just a wide range of technologies and strategies, but also a robust community of advisors, enabling Marksman to thrive independently. This partnership comes at a time when Sanctuary Wealth is actively growing, having recently incorporated 16 new partner firms with a collective asset management exceeding $10 billion.
Sanctuary Wealth focuses on providing elite financial advisors with the freedom, control, and flexibility needed in today's evolving industry. According to Vince Fertitta, President of Wealth Management at Sanctuary, Joseph's established practice and values are well-suited to leverage the resources the network offers. The partnership promises to not only enhance Marksman's service offerings but also contribute positively to the overall growth of Sanctuary’s expansive network, now counting more than 125 partner firms across 32 states and managing over $50 billion in assets.
CEO Adam Malamed also expressed anticipation for Schuetze’s success within the Sanctuary framework, noting that their mission revolves around fostering independence among wealth management firms while navigating industry challenges. Moreover, Sanctuary Wealth has recently acquired tru independence, expanding its options for partner firms, thus demonstrating an emphasis on tailored solutions that can cater to various business needs.
As Marksman Wealth Management embarks on this new chapter, it joins a growing community of market leaders collectively working towards redefining wealth management. The firm’s commitment to providing transparent and personalized financial guidance is expected to resonate well within their target demographic, consisting of multi-generational clients spanning various wealth stages. With Sanctuary’s support, Marksman aims to enhance its operational efficiencies while focusing on delivering superior client experiences, a core tenet of their service philosophy.
In a rapidly evolving financial landscape where trust and independence are paramount, Marksman's integration into Sanctuary Wealth illustrates a promising future for both entities. By fostering strong partnerships and endorsing an independent approach, Sanctuary Wealth exemplifies its dedication to prioritizing client needs and supporting advisors committed to enhancing their service delivery models.
For those interested in the finance sector, this development is a noteworthy testament to the continuing evolution of wealth management practices, emphasizing the importance of flexibility, independence, and a client-centric focus in these changing times.
Topics Financial Services & Investing）
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