#USA #Atlanta #Sanctuary Wealth #MartinWright Advisory #Bradley Martin

Sanctuary Wealth Welcomes MartinWright Advisory

In a significant move within the wealth management industry, Sanctuary Wealth has announced the formal addition of MartinWright Advisory, an Atlanta-based firm dedicated to serving ultra-high-net-worth families. Founded by the experienced duo of Bradley Martin and Margaret Wright, the firm boasts an impressive history of managing over $4.5 billion in client assets across their prior endeavors.

A Vision for Comprehensive Wealth Management

The leadership at MartinWright Advisory possesses decades of valuable experience, aiming to create a holistic practice that evolves alongside the needs of their affluent clientele. This dual focus on wealth management and personalized service is designed to address the unique challenges faced by ultra-high-net-worth individuals and families.

Vince Fertitta, President of Wealth Management at Sanctuary, emphasized the importance of finding partners who share the values of independence and innovation. He expressed confidence that MartinWright Advisory embodies these ideals with their integrated approach to wealth management. Fertitta stated, "Their approach to wealth management is forward-looking and deeply personal, and we are honored to support their growth and impact on clients."

Expertise Drawn from Successful Backgrounds

Margaret Wright, a former Senior Wealth Advisor at Truist, has garnered recognition as the #1 Female Wealth Advisor in Georgia and ranked #17 in the U.S. by Forbes. Her extensive background includes experience as an Investment Manager, where she managed significant client portfolios, contributing to her substantial expertise in the sector. She initially launched her career as an auditor with Ernst & Young, lending her analytical skills to the financial advisory field early on.

Bradley Martin, likewise, contributes a wealth of experience from his previous role as the head of Atlanta Wealth Management at Balentine. After starting in financial news broadcasting, he transitioned into wealth advisory, where he's dedicated himself to the financial needs of high-net-worth clients at firms such as Credit Suisse and SoFi.

Tailored Strategies for Evolving Needs

In the establishment of MartinWright Advisory, both founders focused on ensuring that strategies evolve in tandem with clients’ ever-changing financial goals. Wright articulated this commitment, saying, "We recognize the evolving complexities entrepreneurs and ultra-high-net-worth families face, and we are committed to delivering forward-looking strategies that adapt as their needs, goals, and legacies evolve."

Martin echoed this sentiment, stating, “Wealth today isn't linear; it's layered and personal. Our purpose is to bring structure, insight, and a comprehensive approach to investment management, while also preparing the next generation to lead with purpose.”

Comprehensive Services

MartinWright Advisory’s investment team, led by Hugh Merkel, CFA, who formerly was a partner and head of clients for Mercer, is set to provide a well-rounded range of services. Their proprietary 3L Framework supports their investment portfolio designs, and their focus on a balance sheet-first philosophy guarantees a comprehensive advisory approach.

The firm will deliver a broad array of services, including investment strategy formulation, financial planning, estate and tax guidance, cash flow analysis, private capital access, and a unique emphasis on multigenerational education. Through a collaboration with Goldman Sachs Custody Solutions and Sanctuary, MartinWright aims to refine the wealth management experience for their clientele.

Sanctuary's Commitment to Growth

Adam Malamed, the CEO of Sanctuary Wealth, expressed enthusiasm about welcoming MartinWright Advisory into their national network. With ambitious goals for expansion, both founders sought a partnership that aligns with their vision. Malamed stated, “We are honored that they found what they were looking for with Sanctuary's platform.”

As Sanctuary Wealth continues to grow, currently encompassing over 125 partner firms across 32 states and more than $55 billion in assets, MartinWright Advisory represents a strategic and valued addition to their already robust lineup.

Through its acquisition of tru independence in 2024, Sanctuary has expanded its affiliation options to provide partner firms with varied models tailored to their unique needs. This flexibility ensures that emerging firms like MartinWright can thrive within a supportive ecosystem designed specifically for independent wealth management professionals who prioritize client relationships.

In sum, the partnership between Sanctuary Wealth and MartinWright Advisory heralds a new chapter in wealth management, demonstrating a clear commitment to independence, innovative strategies, and tailored approaches to high-net-worth financial advisement.