Sanctuary Wealth Partners (Sanctuary) has added Mike Myers, Founder of Indianapolis-based private wealth firm Cerulean Private Wealth Advisors, to its advisory network.
Both Founder and firm are dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth individuals and their families.
“Sanctuary is proud to welcome Mike Myers and Cerulean to our exclusive Advisor network. Mike has a tremendous track record of providing comprehensive financial planning and risk management solutions to high net-worth clients, including professional athletes. I am confident he will be successful growing Cerulean’s business as his exceptional commitment to the client experience exemplifies the values of the Advisors we aim to help,” says Jim Dickson, President and Founder of Sanctuary, an independent advisory firm.
Myers, a Certified Private Wealth Advisor, left a successful career at Bank of America Merrill Lynch to found Cerulean. The firm provides integrated and customised financial plans that include tax planning, investment and portfolio structure, estate planning and asset protection.
“Given the speed at which everything can change in today’s financial markets, it is paramount that we not only have the expertise to identify new opportunities, but the agility to tap into them as they appear, and the ability to deliver the best solutions to help our clients achieve their goals. Independence allows us to do this and more, and by partnering with Sanctuary, I believe we are positioning not just Cerulean, but our clients for future growth,” says Myers.
Dickson adds, “At Sanctuary, everything we do is focused on developing a differentiated holistic platform so Advisors can deliver a truly bespoke experience. When Mike came to us, he wanted to own and operate a practice unencumbered by the constraints of a single-firm model. Like many of our network Advisors, he wanted the flexibility, freedom, and control to be independent, but not necessarily alone – which is exactly what Sanctuary aims to provide. Sanctuary offers an exclusive community of Advisors who collaborate, leverage best practices, and learn from one another. I truly believe that as a network, the whole is greater than the sum of its parts. Collectively, we are bigger, stronger, and have more power than we do individually along with incredible momentum.”