CopperSky Wealth Joins Sanctuary Wealth, Expanding Services

CopperSky Wealth Joins Sanctuary Wealth, Expanding Services

Justin R. Koch Chooses Sanctuary's Partnered Independence to Launch CopperSky Wealth and Provide Clients Enhanced Service and Support

Sanctuary Wealth, recognized for providing elite financial advisors the means to thrive autonomously in a competitive industry, proudly announces the incorporation of CopperSky Wealth, a practice with over $225 million in client assets. The firm is led by its founder, Justin R. Koch, who is joined by Financial Advisor Kari Payne and Client Service Associate Joy York. CopperSky has strategically selected Goldman Sachs as its primary custodian.

“Justin has dedicated his career to the employee model, and he recognized it was time to transition to an independent business structure,” said Vince Fertitta, President of Wealth Management at Sanctuary Wealth. “After extensive consideration and research, he chose our support for his new chapter. CopperSky will now be equipped to offer exceptional service to clients, enhancing the overall client experience beyond what was previously possible. We created Sanctuary for advisors like Justin, who are eager to unlock the potential they have built. This allows them to create lasting equity in their own businesses and deliver extraordinary service to their clients.”

CopperSky: A New Wave of Independent Wealth Management

CopperSky Wealth serves first- and second-generation high-net-worth clients, focusing on helping them achieve financial security by valuing principles such as faith, perseverance, and hard work. Their services encompass C-Suite executives, oil and gas professionals, business owners, and affluent families. The firm delivers the sophistication and expertise typically associated with larger financial institutions while maintaining a personal touch.

“In choosing independence, we faced numerous options. However, Sanctuary’s alignment with our values was impressive,” remarked Koch. “We are committed to serving our clients first and foremost. Sanctuary shares our ideology and treats us as valued partners. Their innovative technology, alternative investment opportunities, and superb transition support have enabled us to start strongly. Embracing independence is the ideal long-term strategy for our team, and we’re excited about the future possibilities that await us with Sanctuary’s backing.”

A Strong Financial Background

Before establishing CopperSky Wealth, Justin R. Koch spent 17 years honing his skills as a financial advisor with Edward Jones, beginning his journey in Arizona before transitioning to Oklahoma. His impressive qualifications include multiple certifications: Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Certified Exit Planning Advisor (CEPA). Koch earned a Bachelor’s degree in Business Administration from Southwestern Oklahoma State University and a Master’s degree from Mid-America Christian University.

Adam Malamed, CEO of Sanctuary Wealth, expressed his enthusiasm, stating, “I warmly welcome Justin and the CopperSky Wealth team to our platform. Our infrastructure and resources are designed to cater to independent advisors, providing them with the freedom and agency they need to flourish in today’s evolving financial landscape. Talented advisors like Justin, who possess a proactive vision for growth, find Sanctuary an attractive home. We are delighted to collaborate with them as they elevate their business.”

About Sanctuary Wealth

Sanctuary Wealth is a leading hybrid Registered Investment Advisor (RIA) that specializes in wealth management services and platform partnerships for sophisticated independent firms. Their mission is to empower partner firms with unmatched freedom and support through an ecosystem that includes a robust operational infrastructure and a community of like-minded advisors. In 2024, Sanctuary expanded its affiliation options by acquiring tru independence, enabling partner firms to select from various models tailor-suited to their unique needs.

At present, the Sanctuary Wealth network comprises more than 125 partner firms across 32 states, proudly managing over $50 billion in assets. Their structure includes wholly owned subsidiaries such as Sanctuary Advisors LLC, a registered investment advisor, and Sanctuary Securities, an FINRA member broker-dealer, alongside Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, Sanctuary Global Family Office, and tru.

Frequently Asked Questions

What prompted Justin R. Koch to choose Sanctuary Wealth?

Justin R. Koch was impressed by Sanctuary Wealth's alignment with his values and the exceptional support they provide to independent advisors.

What are CopperSky Wealth's main service offerings?

CopperSky Wealth focuses on serving high-net-worth clients, helping them achieve their financial goals with a personal touch while providing sophisticated financial services.

How many partner firms does Sanctuary Wealth currently operate?

Sanctuary Wealth boasts over 125 partner firms across 32 states, managing more than $50 billion in assets.

What are the benefits of partnering with Sanctuary Wealth?

Advisors gain independence, innovative technology, and comprehensive support to enhance client service and business growth.

Who is the CEO of Sanctuary Wealth?

The CEO of Sanctuary Wealth is Adam Malamed, who is committed to supporting the growth of independent financial practices.

About The Author

Olivia Taylor here, a 26-year-old writer and financial advisor. After earning a degree in finance, I worked in the sector for years. I've always loved numbers and had a talent for simplifying difficult financial ideas so that anyone could understand. I wrote my first book because of this passion; it helps readers take charge of their financial futures by fusing real-life stories with useful financial advice.

Whether they are just beginning their careers, preparing for significant life events, or seeking to invest wisely, my goal with my writing is to enable people to make educated financial decisions. The foundation of my work is the conviction that security and freedom of the individual are largely determined by financial literacy. To further financial education, I run workshops and frequently write for financial blogs in addition to my books.

I like to travel, experience other cultures, and find inspiration in daily life when I'm not writing or examining market trends. My passion is utilizing sound financial practices to help people reach their financial objectives and lead the best lives possible.

Contact Olivia Taylor privately here. Or send an email with ATTN: Olivia Taylor as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.