M&K Legacy Wealth Brings $1 Billion in Client Assets to Sanctuary Wealth
INDIANAPOLIS, March 8, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes M&K Legacy Wealth (M&K) the latest breakaway to launch their own firm with Sanctuary's Partnered Independence platform. With $1 billion in total client assets, Indianapolis-based M&K was formerly known as Tanner Wealth Management Group and employed by Stifel.
- INDIANAPOLIS, March 8, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes M&K Legacy Wealth (M&K) the latest breakaway to launch their own firm with Sanctuary's Partnered Independence platform.
- With $1 billion in total client assets, Indianapolis-based M&K was formerly known as Tanner Wealth Management Group and employed by Stifel.
- Vince Fertitta, President, Sanctuary Wealth said, "Being introduced to great teams like M&K by our existing Partner Firms is the best compliment Sanctuary can receive.
- Adam Malamed, CEO, Sanctuary Wealth, concluded, "J.,Chad and their entire team are the perfect fit for our business model and culture, and we are thrilled to welcome them to the Sanctuary Wealth family.