Sanctuary Wealth announced it is bringing in the Indianapolis-based M&K Legacy Wealth (M&K) team. M&K is the latest breakaway to launch their own firm through the Sanctuary Partnered Independence platform. And with $1 billion in total client assets, M&K was formerly called Tanner Wealth Management Group and employed by Stifel.
The founders and Managing Partners J. Miller, APMA, and Chad Keller, CFA, AIF, are joined by six-decade industry veteran L. Gene Tanner in launching their new independent firm. And Christy Swindel, CRPC, and Suzanne Marshall, Sr. are additional wealth advisors, and the team is rounded out by three associates and operations support staff. M&K elected to co-locate with Sanctuary in its Indianapolis corporate offices. M&K is Sanctuary’s third billion-dollar and multi-generational Partner Firm in the Indianapolis area.
For over 50 years, under the stewardship of Tanner and his partners Miller and Keller, the firm has offered comprehensive and innovative wealth management strategies. And with its new leadership and independence, M&K will build on its legacy as it helps clients grow and mitigate risk to their wealth by delivering an outstanding level of personalized service. Plus, the firm believes in delivering a completely transparent client experience aimed at building long-lasting relationships, while seeking to provide necessary income, increased assets and wealth preservation for future generations.
Focused on business owners, pre-retirees and retired clients, M&K’s services cover all forms of wealth management, from investment and retirement planning to risk mitigation strategies and estate planning. And M&K specialize in helping clients develop comprehensive, cohesive financial strategies that fit its different needs and enable them to pursue both short- and long-term goals.
KEY QUOTES:
“We have been engaged in a multi-year process of evaluating the evolution of the industry to determine the best model in which to serve our clients and grow our business. After a warm introduction from another of their Indianapolis-based, nationally recognized Partner Firms, we felt confident that Sanctuary’s approach and platform could deliver something well beyond what can be found in traditional banks and brokerage firms. The freedom, flexibility and innovative support provided by Sanctuary through its open architecture model made them the right partner at the right time for us and our clients.”
- J. Miller
“As a team, we looked at a range of options over the past several years and kept coming back to Sanctuary’s Partnered Independence model. Not only do they have the best platform for what we need, but the firm’s deeply held values and culture align with our approach to client service and ethical engagement in our communities. Being part of this network of top teams from across the country makes our firm stronger and will yield better outcomes for clients.”
- Chad Keller
“Being introduced to great teams like M&K by our existing Partner Firms is the best compliment Sanctuary can receive. All three of our newly launched Partner Firms this year were referrals from within our network. We are incredibly honored that our Partner Firms trust our team and find so much value in our Partnered Independence platform that they are recommending others to join us. We look forward to supporting M&K as they confidently serve the unique needs of their clients.”
- Vince Fertitta, President, Sanctuary Wealth
“J., Chad and their entire team are the perfect fit for our business model and culture, and we are thrilled to welcome them to the Sanctuary Wealth family. I look forward to working closely with the team to further expand the value they can create for their clients and the equity they will build in their own business.”
- Adam Malamed, CEO, Sanctuary Wealth
