M&K Legacy Wealth, a highly successful team of wealth advisors based in Indianapolis, has joined Sanctuary Wealth to enhance their support and open architecture. With a total of $1 billion in client assets, the team consists of experienced professionals led by J. Miller and Chad Keller. M&K Legacy Wealth was formerly known as Tanner Wealth Management Group and was employed by Stifel.
The decision to partner with Sanctuary was made after careful evaluation of the industry’s evolution and the best model to serve clients and grow the business. The team was impressed by Sanctuary’s approach and platform, which offers freedom, flexibility, and innovative support through its open architecture model. This partnership will enable M&K Legacy Wealth to continue providing comprehensive wealth management strategies while delivering an outstanding level of personalized service to their clients.
M&K Legacy Wealth specializes in serving business owners, pre-retirees, and retired clients, offering services that cover all areas of wealth management, including investment planning, retirement planning, risk mitigation strategies, and estate planning. The team is committed to building long-lasting relationships with clients and helping them pursue short- and long-term financial goals.
Sanctuary Wealth President, Vince Fertitta, expressed his excitement about welcoming M&K Legacy Wealth to the Sanctuary Wealth family. The team’s alignment with Sanctuary’s values and culture, coupled with their dedication to client service and ethical engagement in their communities, makes them a perfect fit for the Partnered Independence model. Sanctuary Wealth’s ecosystem provides a complete technology and operations platform, along with support from a community of like-minded advisors, to help M&K Legacy Wealth further expand the value they create for their clients.
The addition of M&K Legacy Wealth to the Sanctuary Wealth network further strengthens the platform for elite advisors who have the entrepreneurial spirit to build and own their practices. With partner firms in 27 states across the country and approximately $30 billion in assets under advisement, Sanctuary Wealth continues to provide valuable resources and support to advisors looking to deliver tailored services to their clients.
For more information about Sanctuary Wealth and its network of partner firms, visit sanctuarywealth.com. Join us in welcoming M&K Legacy Wealth to the Sanctuary Wealth family as they embark on a new chapter of independence and enhanced support for their clients.
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