Our goal is to help our clients have a simpler and better life so they can focus on those things, which are most important to them. We pride ourselves on building lifetime relationships.
Pocatello, ID (PRWEB) March 26, 2007
Sanctuary Wealth Management (http://www.sancwm.com) has recently moved to their new office location in the Pocatello Omni building at 275 South 5th Ave., Suite #151.
Sanctuary Wealth Management has been helping highly successful professionals build and maintain a solid foundation with their money for the past 15 years. Southeast Idaho has seen an influx of these professionals who are typically business owners, corporate officers/managers and company CEO’s. The needs of these individuals are generally complex and require advanced planning.
Co-founder Clay Esplin, explains “We are more than just a place to buy financial products. Planning involves more than just investments.”
When successful professionals in Idaho are asked what they are looking for, the response is: “Someone to act as my Personal Chief Financial Officer (CFO).” These professionals understand that their time is valuable and delegation is key to their success.
Sanctuary Wealth Management specializes in working with successful professionals who want to build a comprehensive plan for their future. Investments are important but what about the rest? Sanctuary Wealth Management bases their relationships on a consultative approach.
This approach focuses on:
- Advanced Planning – Income tax planning, charitable giving, estate planning, asset protection through legal structure and insurance planning.
- Investment Consulting – Building the foundation of the investment plan, including: selection of investments based on needs, goals, risk, tax efficiency, and cost. Rebalancing of the portfolio and proactive ideas to meet investment needs.
- Relationship Management – Beginning with a comprehensive Discovery meeting, Sanctuary Wealth Management seeks to thoroughly understand a client’s unique needs, goals and interests. Acting as their clients personal CFO they coordinate the necessary professionals and actions needed to complete the plan.
One business owner who recently scheduled a Discovery meeting had some of the following questions:
How much do I need to retire comfortably? What types of risks do I have now and in retirement? How do I reduce taxes on current income, income from the sale of my business, and my retirement income? How do I protect those whom I care for? How do I leave a legacy?
Co founder Brett Robison states “Our goal is to help our clients have a simpler and better life so they can focus on those things, which are most important to them. We pride ourselves on building lifetime relationships.”
When commenting about their experience with Sanctuary Wealth Management, one couple commented: “We were discussing the good feeling we always have after meeting with you on our financial future. We go home feeling warm and fuzzy with one less thing to worry about, we are in good hands. We realize that we are very fortunate to have a relationship with two of the finest young men we have ever come in contact with. Thank you. “
Working with a limited group makes sense. Why? In order to provide the most value to their clients, Sanctuary Wealth Management limits their practice to 86 families and have a limited number of new client relationships available. Time spent on the initial plan and ongoing planning is very important to those who expect a high level of service. “Contrast this to firms or advisors who try to serve hundreds and even thousands of clients.” You may ask yourself, How much time can they really spend on my plan?
Registered Representative – Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer
Member NASD/SIPC – Investment Advisor Representative – Cambridge Investment Research Advisors, Inc., a
Registered Investment Advisor. Cambridge and Sanctuary Wealth Management are not affiliated.
Sanctuary Wealth Management
275 South 5th Ave, Suite 151
Pocatello, Idaho 83201
Toll Free: 888-795-0342