Bringing you live news and features since 2006 

Sanctuary Wealth Partners adds Cerulean Private Wealth Advisors to roster of independent advisors


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.”

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by