Sanctuary Wealth Welcomes Soteris Private Wealth as New Partner
Sanctuary Wealth has welcomed Soteris Private Wealth, a breakaway team from Merrill Lynch with $800 million in client assets, into its partnered independence model. The move highlights the growing trend of advisors transitioning to independent models for greater control and flexibility. Soteris, led by Josh Erickson and Rob Montierth, serves high-net-worth clients with complex wealth management needs.
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Topics: financial advisors RIA transition Sanctuary Wealth Soteris Private Wealth wirehouse breakaway