Sanctuary Wealth is an SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you.
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Tailored Planning
We are a planning-driven firm committed to protecting the best interests of clients and achieving your unique and evolving goals. We understand the complexities of wealth and work with you to simplify the process, reduce stress, and help you take control of your wealth so you can enjoy life today and secure a brighter future for the next generation of your family.
We take a disciplined and customized approach to planning and investing – understanding your unique situation, thinking long-term, ensuring thorough analysis and research, and aligning the right solutions and services for you and your family. We also coordinate with your estate attorneys, accountants, and other advisors to ensure an integrated plan that ties your financial pieces together.
Complete Services
We offer a full spectrum of financial planning and investment management services, solutions, and opportunities to help our trusted network of clients across the country and around the world.
INVESTMENT MANAGEMENT
RETIREMENT PLANNING
ESTATE PLANNING
TAX PLANNING
INTERNATIONAL EXPERIENCE
PHILANTHROPIC STRATEGIES
Trusted Resources
Our independence gives us the freedom to align with what we believe to be the best partners, resources, and technologies in the industry to protect your data, assets, and best interests.
Eclipse Private Wealth Management has selected BNY Pershing, the largest custodian in the world, to custody our client assets. BNY Pershing custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years.
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Renaissance Charitable Foundation (RCF) connects donors and their financial advisors to smart charitable giving solutions by serving as a sponsoring charity for donor-advised funds, also known as DAFs. As a 501(c)(3) public charity that supports more than $4 billion in donor-advised fund assets, RCF delivers access to charitable impact, tax advantages, and philanthropic flexibility along with the expertise, technology, and administrative support that allow financial advisors to focus on what they do best.
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eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 80,000 financial professionals across firms of all sizes use the eMoney platform to serve 4 million households throughout the U.S.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
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