Centel Wealth Advisory Partners with Sanctuary Wealth for Growth
Centel Wealth Advisory Joins Forces with Sanctuary Wealth
The world of financial advisory is continuously evolving, and one of the latest developments is the partnership between Centel Wealth Advisory and Sanctuary Wealth. Centel, an impressive firm with over $2.2 billion in assets, is set to enhance its service offerings by leveraging the advanced resources and technology provided by Sanctuary Wealth.
A Vision for Independence and Growth
Founded by financial experts Stephen Fordyce, CFP, Robert Bowman, CFP, and Sam DeGennaro, Centel Wealth Advisory is dedicated to offering independent and personalized financial advice. With years of experience as wirehouse employees, Fordyce and Bowman embarked on their independent journey a decade ago, transitioning from conventional practices to trim away conflicts often found in larger institutions. Their move signifies a cogent strategy to take control and enhance the client experience by establishing a fully independent practice.
The Leadership Team's Commitment
Supporting the founding trio are Sue Lyon and John Giannattasio, whose collective experience strengthens Centel's operational backbone. As the firm grows, the leadership team is committed to providing enhanced wealth advisory services and ensuring client satisfaction is at the forefront of their business model.
What Sanctuary Wealth Brings to the Table
Sanctuary Wealth specializes in equipping elite financial advisors with the necessary tools to thrive in a competitive landscape. The company's President of Wealth Management, Vince Fertitta, expressed enthusiasm over Centel joining their ranks, emphasizing how their robust platform has already served numerous partner firms. This partnership not only provides Centel with advanced technology solutions but also aligns them with a network that prioritizes high-net-worth individuals and sophisticated client needs.
Enhancing Client Relationships
Additionally, Centel's core values resonate with those at Sanctuary Wealth, focusing on integrity, loyalty, and partnership. Such values ensure that both firms remain dedicated to client relations, fostering strong and long-lasting bonds through personalized services. The goal is to create a tailored advisory experience that meets the unique financial aspirations of their clientele.
Future Aspirations and Collaborative Opportunities
As they embark on this collaboration, Fordyce mentioned the evolution of the independent space and highlighted the increased opportunities available. This partnership is a strategic move to provide Centel with better technology, comprehensive investment solutions, and an overall enhanced service experience. Together, both companies seek to capitalize on their respective strengths to expand Centel's business and elevate its service standards.
Sanctuary Wealth's Network Expansion
Sanctuary Wealth’s network currently boasts more than 120 partner firms across 30 states, managing approximately $44 billion in assets. This scalability not only reflects their growth but ensures they can continue developing innovative tools and resources to stay adaptive in a rapidly changing industry. As they partner with Centel Wealth Advisory, both firms look forward to enhancing their operational capabilities.
About Sanctuary Wealth
Sanctuary Wealth stands as a dynamic platform for independent advisors, enabling them to build, own, and maintain valuable equity in their practices while providing personalized services to clients. They offer a comprehensive ecosystem that presents advisors with unparalleled freedom and control over their businesses.
Frequently Asked Questions
What is the significance of Centel Wealth Advisory joining Sanctuary Wealth?
This partnership enables Centel to leverage Sanctuary’s advanced technology, resources, and extensive network, enhancing their service offerings.
Who are the key leaders at Centel Wealth Advisory?
The firm is led by Stephen Fordyce, Robert Bowman, and Sam DeGennaro, along with support from Sue Lyon and John Giannattasio.
What values does Centel Wealth Advisory prioritize?
Centel emphasizes loyalty, integrity, partnership, and the chance to make a meaningful impact in their clients' lives.
How does Sanctuary Wealth support its partner firms?
Sanctuary provides a robust platform that includes technology, best-in-class infrastructure, and a community of like-minded advisors.
What is the overall aim of this partnership?
The primary goal is to enhance the client experience through improved technology and comprehensive investment solutions while expanding Centel's business.
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