Sanctuary Wealth, a leading platform designed to empower top financial advisors with the autonomy, resources, and flexibility to excel in a dynamic industry, has announced the addition of Marksman Wealth Management to its expanding network of partner firms. This strategic move further strengthens Sanctuary’s national presence and highlights its continued commitment to supporting high-performing advisors who seek true independence.
Based in San Antonio, Texas, Marksman Wealth Management is spearheaded by President and Senior Wealth Advisor Joseph Schuetze. With a distinguished career spanning nearly two decades, Joseph brings a wealth of knowledge and experience, having previously co-founded PAX Financial Group in San Antonio. Supporting him in this new chapter is Wealth Associate Stephen Mendoza, whose expertise will enhance the firm’s capabilities. Together, they are dedicated to providing comprehensive and tailored financial solutions for a diverse, multi-generational clientele.
Marksman Wealth Management stands out for its client-first philosophy, precision-driven financial planning, and diversified investment management. The firm emphasizes building enduring relationships rooted in trust, transparency, and sincerity. By joining Sanctuary Wealth, Marksman now gains access to an extensive suite of customized tools, advanced technology, and specialized services—resources that will enable the team to elevate their service offerings and deliver even greater value to their clients.
In the past year, Sanctuary Wealth has welcomed 16 new partner firms, collectively bringing over $10 billion in client assets to the Sanctuary platform. Today, the Sanctuary network comprises more than 125 partner firms across 32 states, with over $50 billion in client assets managed. This remarkable growth demonstrates Sanctuary’s reputation as a destination of choice for entrepreneurial advisors seeking best-in-class support, cutting-edge solutions, and a collaborative community of peers.
The partnership with Marksman Wealth Management marks another significant milestone in Sanctuary Wealth’s ongoing mission to empower independent advisors and redefine the future of wealth management.
KEY QUOTES:
“Joseph’s approach and practice are perfectly suited to thrive within our partnered independent model. With nearly two decades working in this industry, supporting his clients and the growth of his former firm, he felt the time was right to set out on his own. With the support of Sanctuary, Joseph will be able to utilize our customized tools, services and solutions to help achieve his goals as a business owner.”
Vince Fertitta, President of Wealth Management at Sanctuary Wealth
“As I considered how best to provide my clients with truly independent advice and support, Sanctuary stood apart from other firms in the industry. The team’s dedication to identifying the best technology, alternatives and strategies was unmatched in my search for a new partner, and I know that Sanctuary’s leadership and staff will make the process of building my own independent practice easier.”
Joseph Schuetze
“Sanctuary’s mission is to support independent wealth management firm owners as they navigate our industry’s changing landscape by providing growing advisors with best-in-class solutions and support, as well as flexibility and control of their business. Joseph has a proven record of success, and I look forward to working with him as he continues to expand his firm.”
Adam Malamed, CEO of Sanctuary Wealth
