Sanctuary Wealth Congratulates Gerry Spitzer of Questar Capital Partners on His Appointment as President of Exit Planning Institute's New Jersey Chapter
INDIANAPOLIS, Oct. 5, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, congratulates Questar Capital Partners (Questar) founder, Gerry Spitzer, CPA, CPWA, CEPA, CRPC, on his appointment as President of the newly formed Exit Planning Institute's (EPI) New Jersey chapter. Questar will also begin offering its business succession planning services to advisors affiliated with Sanctuary Partner Firms – another important service the firm provides its advisors to enhance their client service.
- INDIANAPOLIS, Oct. 5, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, congratulates Questar Capital Partners (Questar) founder, Gerry Spitzer, CPA, CPWA, CEPA, CRPC, on his appointment as President of the newly formed Exit Planning Institute's (EPI) New Jersey chapter.
- Questar will also begin offering its business succession planning services to advisors affiliated with Sanctuary Partner Firms – another important service the firm provides its advisors to enhance their client service.
- New Jersey-based Questar had been part of UBS for years before choosing partnered independence with Sanctuary in 2022.
- Questar has built an impressive practice by providing wealth management services to business owners and high-net-worth individuals and families.