For Immediate Release:
Sanctuary Wealth Adds Additional Select Advisory Team, Indianapolis-Based RiceBarrett Family Wealth, to Its Elite Roster of Independent Advisors
Sanctuary Expands Its Presence in Serving Multi-Generational Families
INDIANAPOLIS, IN, October 1, 2018 – Sanctuary Wealth (“Sanctuary”) has announced the addition of another elite advisory firm to its rapidly growing network. RiceBarrett Family Wealth is a premier wealth advisory firm with $240 million in AUM, serving multiple generations of successful families. Founded by leading Wealth Advisors Martin W. Rice, CFP,® CIMA® and Beau M. Barrett, CFP,® CRPC® and joined by Registered Administrative Partner, Jan Lasiter, Indianapolis-based RiceBarrett serves local, regional, and national families. The firm and its partners are committed to delivering exemplary, comprehensive service through close relationships and customized strategic financial plans that help families achieve their retirement, health, philanthropic, leisure, and family life goals.
“Sanctuary is pleased to welcome Martin and Beau to our exclusive Advisor network. They exemplify the uncommon dedication to client families and deep grasp of the nuances of financial planning, risk mitigation, and tax expertise that are certain to make them exceptionally successful in expanding their practice – and that are also an ideal fit with the values of Advisors with whom we work,” says Jim Dickson, President and Founder of Sanctuary, an independent advisory firm.
Co-founders Martin Rice and Beau Barrett have enjoyed long, successful, and intellectually fulfilling careers, including more than two decades at Merrill Lynch, throughout which their dedication to delivering close personal attention to client families has never wavered. Both completed rigorous training and have earned numerous designations for investments, financial and retirement planning, long-term care and life insurance along with other certifications. As part of the team, Registered Administrative Partner, Jan Lasiter will continue to address the specific preferences and priorities of each family. Their combined strengths equip them to provide the utmost in personal service as they preserve and expand wealth for the families who rely upon them.
“Cultivating and maintaining profound relationships with our client families is at the core of our mission,” states Rice. “Working closely towards our clients’ multi-generational purposes has always been, and continues to be, the hallmark of our practice. Staying true to these beliefs, our firm is able to provide the strategic options that achieve results.” About joining forces with Sanctuary, Barrett reports, “We are now able to access the very finest technology tools available to our industry and we are capable of delivering a broader-than-ever range of investment options to power clients towards fulfilling their aspirations. We leverage our new technologies and wealth options to continue differentiating ourselves.”
President Dickson adds, “At Sanctuary, everything we do is focused on developing a differentiated holistic platform so Advisors can deliver a truly bespoke experience. We’re delighted to enable Martin and Beau to own and operate a practice unencumbered by the constraints of a single-firm model. Like many of our network Advisors, they wanted flexibility, freedom, and control — exactly what Sanctuary aims to provide. Sanctuary is an exclusive community of Advisors who collaborate, share best practices, and learn from one another. As a network, we are bigger, stronger, and have more power than we do individually along with incredible momentum moving into the future.”
About Sanctuary Wealth
Sanctuary Wealth brings together an elite group of wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly experienced Advisors operate as fiduciaries, maintaining their clients’ best interests as their primary focus. Partnered independence ensures them comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in the Midwest, with offices throughout the country. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, this partner-owned firm offers a comprehensive menu of products and services to individual and institutional clients.
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Barry M. Schwartz
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