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M&K Legacy Wealth Brings $1 Billion in Client Assets to Sanctuary

M&K Legacy Wealth Brings $1 Billion in Client Assets to Sanctuary. Sanctuary Wealth, financial services, RIA, registered independent adviser, M&K Legacy Wealth, Tanner, Stifel, Miller, Keller

Sanctuary Wealth has joined M&K Legacy Wealth, the latest breakaway to launch their own firm with Sanctuary’s Partnered Independence platform. With $1 billion in total client assets, Indianapolis-based M&K was formerly known as Tanner Wealth Management Group and affiliated with Stifel.

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 independent firm. Christy Swindel, CRPC, and Suzanne Marshall Sr. are additional wealth advisers, 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 and represents Sanctuary’s third billion-dollar, multigenerational partner firm in the Indianapolis area.

“We have been engaged in a multiyear process of evaluating the evolution of the industry to determine the best model in which to serve our clients and grow our business,” said Miller. “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.”

M&K said it will build on its 50-year legacy as it helps clients grow and mitigate risk to their wealth by delivering an outstanding level of personalized service. “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…” Keller added.

M&K’s services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and estate planning. M&K specializes in helping clients – business owners, pre-retirees, and retirees – develop comprehensive, cohesive financial strategies that fit their needs and enable them to pursue both short- and long-term goals.

“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 look forward to supporting M&K as they confidently serve the unique needs of their clients,” said Vince Fertitta, president of Sanctuary Wealth.

Sanctuary Wealth supports advisers to build and own their own practices and deliver tailored service to clients. Currently, the network includes partner firms in 27 states across the country with approximately $30 billion in assets under advisement.

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