
Sanctuary Wealth Expands Network with Addition of Marksman Wealth Management
Hybrid registered investment advisor Sanctuary Wealth has welcomed San Antonio, Texas-based Marksman Wealth Management, LLC to its network of partner Firms.
Marksman Wealth Management was founded by president and senior wealth advisor Joseph Schuetze. Most recently, he was affiliated with PAX Financial Group of San Antonio, Texas – a firm he co-founded. Joining Schuetze is wealth associate Stephen Mendoza.
“Joseph’s approach and practice are perfectly suited to thrive within our partnered independent model,” said Vince Fertitta, President of Wealth Management at Sanctuary Wealth. “With the support of Sanctuary, Joseph will be able to utilize our customized tools, services and solutions to help achieve his goals as a business owner.”
Marksman provides holistic financial services support to its multi-generational client base, focusing on financial planning and investment management.
Over the past 12 months, Miami-based Sanctuary has welcomed 16 new partner firms representing over $10 billion in client assets. The Sanctuary Wealth network includes more than 125 partner firms in 32 states, with over $50 billion in assets on platform.
The addition of Marksman follows Sanctuary’s recent expansion with $1.2 billion Dial Square in California and Fossil Rock Private Wealth via a strategic partnership with mFORCE Capital. The moves build on recruiting wins from BMO Wealth Management, Edward Jones, Merrill Lynch, and UBS in recent months.