TEAM
Defined by Discipline
FORBES BEST-IN-STATE
WEALTH ADVISORS
2021 - 2026*
2026 FORBES
BEST-IN-STATE WEALTH
MANAGEMENT TEAM**
We are dedicated team with 25 years of collective experience and a deep commitment to helping you pursue your goals and elevate your future.
Trusted Resources
Our independence gives us the opportunity to work with what we believe to be the best resources, custodians, and technologies in the industry.
Sanctuary Wealth is a client-centric, SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you.
VISIT WEBSITE
BNY Pershing is the largest custodian in the world. BNY custodies over $52 Trillion and is the longest standing operating bank in the U.S., surpassing 250 years. As the oldest operating American Bank and Largest Asset Custodian, BNY was founded by Alexander Hamilton and made the first loan to the U.S. Government just after the Revolutionary War and was the first company listed on the New York Stock Exchange. The U.S. Treasury Department also chose BNY as their Financial Agent.
VISIT WEBSITE*Forbes Best-in-State Wealth Advisors, (2021, 2022, 2023, 2024, 2025, 2026) created by SHOOK Research. Most recently received in April 2026 based on data gathered by 6/30/25. No fee was paid to be included in the ranking, and no fee was paid to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.
**Forbes Best-in-State Wealth Management Team, 2026 created by SHOOK Research. Presented in February 2026 based on data gathered from June 2024 to June 2025. No fee was paid to be included in the ranking, and no fee was paid to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.
