Ensconce Wealth Partners Expands Sanctuary’s Network to California
INDIANAPOLIS, IN, June 10, 2019 – Sanctuary Wealth (“Sanctuary”) announced today that Ensconce Wealth Partners (“Ensconce”) will join its elite network of advisors. Based in Walnut Creek, California, the newly formed Ensconce was founded by Terry C. Murray, CFP® and Brian P. Westcoat, CFP®, CPFA, both of whom are highly respected and well-established investment advisors in Northern California. While at Merrill Lynch, they generated $1.6 million in revenue and managed $275 million out of two offices.
Ensconce is an independent wealth management firm dedicated to providing highly personalized service and sophisticated wealth management solutions which are designed to be optimized to each clients’ individual investment goals.
“We are very excited to join Sanctuary Wealth. We believe the additional resources and operational support we’ll gain as members of the Sanctuary network will greatly augment our clients’ overall experience,” says Terry Murray.
“Doing what is best for our clients has always been our top priority, so it quickly became apparent that Sanctuary was the right strategic partner to help us on our path to independence,” says Brian Westcoat. “We believe that we’ll be able to grow successfully with access to an expanded range of capabilities, support, and services through Sanctuary, which will enable us to maintain our client focus and continue to deliver best-in-class investment advice.”
“We are very impressed by the team at Ensconce and I am honored to welcome them to Sanctuary. We believe their strong client-centric approach makes them an ideal fit for our network,” says Jim Dickson, CEO and Founder of Sanctuary Wealth. “Both Terry and Brian have shown tremendous integrity and possess significant investment expertise, which undoubtedly makes them invaluable assets to their clients and to the Sanctuary community. We very much look forward to working with them and helping them grow their business. We’re excited to continue our aggressive growth plan and launch our network in California.”
More information about the services offered by Ensconce Wealth Partners can be found at www.ensconcewealth.com.
About Sanctuary Wealth
Sanctuary Wealth, a partner-owned global wealth management firm, brings together an elite network of wealth advisors of the highest caliber, handpicked for their experience, impressive compliance and unparalleled performance levels. These talented advisors operate with their clients’ best interests as their primary focus, backed by Partnered IndependenceSM. Partnered IndependenceSM ensures Sanctuary Wealth advisors have comprehensive support in all aspects of serving clients and growing their businesses. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, LLC, Sanctuary Wealth offers a comprehensive menu of products and services to individual and institutional clients.
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