Firm news

Think Advisor lauds Quorum as Sanctuary’s ‘Biggest Win to Date’

When the Barry & Milligan Group at Merrill decided to launch Quorum Private Wealth under Sanctuary Wealth, Sanctuary CEO Jim Dickson called it their "biggest win to date."
When the Barry & Milligan Group at Merrill decided to launch Quorum Private Wealth under Sanctuary Wealth, Sanctuary CEO Jim Dickson called it their “biggest win to date.”

FA magazine: $1.5B AUM Merrill team partners with sanctuary to go independent

Financial Advisor magazine covers Sanctuary Wealth's partnership with Mike Barry and Kelly Milligan as they launch Quorum Private Wealth.
Financial Advisor magazine covers Sanctuary Wealth’s partnership with Mike Barry and Kelly Milligan as they launch Quorum Private Wealth.

Quorum Private Wealth joins Sanctuary Wealth

Read the press release announcing Quorum Private Wealth's decision to leave Merrill Lynch and go independent under the Sanctuary Wealth umbrella.
Read the press release announcing Quorum Private Wealth’s decision to leave Merrill Lynch and go independent under the Sanctuary Wealth umbrella.

Advisor Hub covers Quorum’s decision to launch with Sanctuary

Advisor Hub highlights the natural fit between Sanctuary Wealth and Quorum Private Wealth, as both firms have roots with Merrill Lynch.
Advisor Hub highlights the natural fit between Sanctuary Wealth and Quorum Private Wealth, as both firms have roots with Merrill Lynch.

Announcing Quorum Private Wealth

The founding partners of Quorum Private Wealth discuss their decision to break away from Merrill Lynch and what clients can expect from the new firm.

WealthManagement.com covers Quorum’s launch

Quorum Private Wealth's decision to launch with Sancutary Wealth after leaving Merrill Lynch wins industry attention from WealthManagement.com.
Quorum Private Wealth’s decision to launch with Sanctuary Wealth after leaving Merrill Lynch wins industry attention from WealthManagement.com.