Dedicated Team
at the Forefront

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.

Goldman Sachs is a financial leader that partners with the industry’s preeminent advisory practices. Goldman Sachs Advisor Solutions will provide the platform to allow us to deliver our desired experience – and will safeguard accounts through Securities Investor Protection Corporation (SIPC) account protection and other insurance for the protection of client assets.

You may select Charles Schwab & Co., Inc. (“Schwab”) or another brokerage firm to custody your assets and effect transactions on your account. Having Schwab act as custodian for client assets provides Dial Square Private Wealth access to a wide range of services to help serve clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

These materials have been independently produced by Dial Square Private Wealth. Dial Square Private Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Dial Square Private Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.