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Indianapolis, IN
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Some news: #SanctuaryWealth has acquired @truIndependence, marking a significant milestone in our journey toward growth, innovation & choice in the industry. Here's to exciting opportunities ahead as we embark on a transformative journey together! hubs.li/Q02vGsY60
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What can investors expect in 2026, now that the expected rate cut has come to pass? In The Week Ahead report, Chief Investment Strategist Mary Ann Bartels interprets the fallout of Fed activity, including plans to purchase T-bills via a policy that market watchers call “QE-lite.”
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Happy 3rd anniversary of independence to the team at 18Forty8 Private Wealth! We are honored to support such a wonderful team of professionals and look forward to seeing all you will accomplish in the years ahead! Congrats! #SanctuaryWealth
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Happy 6th anniversary of partnered independence to Theorem Wealth Management! Founder & CEO Johnathan Rankin & Senior Wealth Advisor Melissa Rankin combine deep expertise, experience & commitment to client care with a disciplined three-part process: Vision, Creation, Execution.
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Congratulations to the team at RiceBarrett Family Wealth as they celebrate 7 years of partnered independence within the #SanctuaryWealth network! We’re thrilled to serve you and your clients and look forward to many more years of partnership. #SanctuaryDifference
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Congratulations to Cape Rock Private Wealth on its 4th anniversary of independence as part of our community! We’re thrilled to see the success you are enjoying and proud to support your efforts! Learn more at hubs.li/Q03FQx4V0.
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One of the most inspiring moments of our annual OASIS conference is recognizing the philanthropic and volunteer efforts of our Partner Firms. And we can’t wait to find out ... whose impact will be multiplied next?
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Congratulations to the team at Crescent Pine Family Office Group, who are celebrating 3 years as part of the Sanctuary Wealth community of elite Partner Firms!
#BetOnYourself #SanctuaryDifference #PartneredIndependence #PowerOfPartnership #WealthManagement #FinancialAdvisors
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When Mary Ann Bartels, our Chief Investment Strategist, talks, people listen. Her mid-year outlook on the market landed a hat trick among several publications: Business Insider, CNBC & MarketWatch.
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It’s summer and stocks are sizzling! In The Week Ahead report, Chief Investment Strategist Mary Ann Bartels delves into what’s driving new highs for the S&P 500 and Nasdaq 100. #Investing #Money #Stocks
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Congratulations to Courtney Jones, Founder and Senior Wealth Advisor at Credo Wealth Management, who, along with her team, is celebrating 6 years of independence as part of the Sanctuary Wealth family. #SanctuaryWealth
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Kudos to Mesa Pointe Wealth as they celebrate 3 years of independence! CEO and Founder Robert Lehrer is supported by Director of Operations Kathryn Kiser Fielding and Director of Client Experience Nikki Waller. #SanctuaryWealth
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Lars Olsen of Alluvial joined Mary Ann Bartels on our Friends of Sanctuary podcast and chatted about his journey to independence and how much he's grown since then. hubs.li/Q03wKp9N0.
#SanctuaryDifference #PowerOfPartnership #FinancialAdvisors
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Independence Day takes on an additional meaning for Joseph Marus, Founder of Vincita Investment Partners. “Being independent means we remove the shackles, we remove the restrictions that came with being with a wirehouse," he says. hubs.li/Q03vR4890.
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It’s a short market week as the United States commemorates Juneteenth. In The Week Ahead report, our Chief Investment Strategist Mary Ann Bartels unpacks the economic data and factors that could move markets. (Hint: She is still optimistic about record market highs this summer.)
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Happy 3rd anniversary of independence to SkyPath Private Wealth! This team of stellar professionals prides itself on delivering personalized financial planning solutions, top-tier investment solutions and an outstanding client experience.
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We understand that breaking away is a big decision and we are thrilled to have Mitch Benedon as part of our network of elite advisors and leverage the power of partnered independence.
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Congrats, Muirwood Private Wealth, for celebrating 5 years of independence as a #SanctuaryWealth elite Partner Firm! This outstanding team prides itself on building strong relationships w/ clients by understanding their current situation to help them achieve their goals & dreams.
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Please join us in saluting the team at Wigand Integrated Wealth in celebrating five years of partnered independence as members of the Sanctuary Wealth community of elite Partner Firms! #SanctuaryWealth
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Happy 3rd anniversary of independence to Praetego Private Wealth!
We’re proud to count you among our elite Partner Firms and look forward to supporting you and your clients for many years to come!
#BetOnYourself #SanctuaryDifference #PartneredIndependence #PowerOfPartnership
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#SanctuaryWealth's Michael Longley shares how the firm offers resources & support to help financial advisors capture growth. hubs.li/Q03pzDSN0
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