Sanctuary Wealth Adds Another Advisor Through Its Enterprise Partner Program
Centeras Private Wealth was founded by
Centeras is dedicated to helping individuals and their families, small business owners and retirees organize their financial lives and be more confident in the decisions they face, by placing clients' best interests at the center of everything they do.
"We are thrilled that Richard has decided to join our firm as we continue to execute our strategic growth plan," said Grieb. "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 will fit in perfectly with our culture at Centeras. We appreciate the encouragement, guidance and support we received through Sanctuary's Enterprise Partner Program, which helped us get this deal done."
After a 35-year career as a manufacturing executive, LeSavoy turned his lifelong hobby of personal financial planning into a career focused on helping others achieve their own financial independence. He has run a solo practice with Lincoln Investment in
"I've considered moving my practice for the past several years, and found the right partners with Centeras and Sanctuary," said LeSavoy. "I felt an immediate connection and cultural alignment with the way Travis and his team run their business. We have a similar vision for how you treat your clients, the level of service you provide and the customized support you offer. Continuity is important to me, and I know that if something unexpected happens to me, my clients would be in great hands."
Enterprise Partner Program
The Enterprise Partner Program supports Sanctuary's Partner Firms' inorganic growth efforts by helping them bring new advisors into established firms. The Program includes an educational curriculum that prepares Partner Firm leadership to progress from running their own businesses to building an enterprise. Advisors who complete this rigorous Program earn their Enterprise Partner accreditation and are incredibly well-positioned to attract and secure meaningful inorganic growth opportunities.
"Centeras was an early Partner Firm at Sanctuary, and they've been growing organically with us over the past five years," said
About Sanctuary Wealth
Sanctuary is a leading hybrid RIA, delivering comprehensive wealth management solutions, platform partnerships, and strategic capital investments to sophisticated independent wealth management firms. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations infrastructure, support from a community of like-minded advisors, the resources of invaluable affiliated businesses and a robust solutions platform. Sanctuary Wealth expanded its affiliation options by acquiring tru independence (tru) in 2024, offering partner firms multiple models to best serve their unique needs.
Currently, the Sanctuary Wealth network includes more than 125 partner firms in 32 states nationwide, with over
Media Contacts for Sanctuary Wealth:
Haven Tower Group
424-317-4864
[email protected]
View original content:https://www.prnewswire.com/news-releases/sanctuary-wealth-adds-another-advisor-through-its-enterprise-partner-program-302547934.html
SOURCE Sanctuary Wealth
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