About

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can invest time where it matters most—with our clients. Sanctuary’s platform also opens up the range of solutions we can offer our clients. By partnering with Sanctuary, we can deliver operational excellence to our clients; have a strong culture of compliance; and offer a robust cybersecurity program, which will safeguard the assets clients entrust to our guidance. Sanctuary also provides us with access to a solid community of like-minded, elite independent financial advisors. Together we share best practices and can tap into the community’s intellectual capital to deliver more specialized expertise to clients.

As an independent firm, we are not subject to any competing obligations or barriers, and we are fully able to place the best interests of our clients above all else. 

First and foremost, you will benefit from the collaborative approach we take in helping you identify your values and pursue your goals and dreams.

Access to a Broader Marketplace: Because we’re independent and own our own firm, we work in an open architecture, which means that we can access best-in-class products and services, including banking and lending solutions, from a wide variety of resource partners.

Robust Planning Solutions: We will be using advanced planning software from eMoney. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms. eMoney also has a secure, user-friendly “Vault” which enables you to safely store important documents, such as trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team, in cases where it is helpful for us to have access to them.

Exceptional Client Service: With your best interests as our only agenda, our team is free to focus exclusively on addressing your individual service needs.

While we would have enjoyed the opportunity to share our plans with you in advance, legal considerations and contractual restrictions prevented us from doing so. We are committed to respecting and abiding by those covenants as investment professionals, even though it was personally challenging to not have the ability to speak with you beforehand. We hope you can appreciate the situation we were in.

The safety and security of your assets is of great importance to us. With that in mind, and after a rigorous due diligence process, we have selected BNY Mellon Pershing as our Custodian. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets representing seven million investor accounts worldwide. Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $41 trillion in assets under custody, BNY Mellon is the largest custodian in the world by a significant margin.

Pershing provides clearing and custody services in 65 global markets, with execution services in over 60 markets globally and facilitating the trading and conversion of 50 currencies.

Lastly, BNY Mellon’s private banking services and solutions, including best-in-class depository and lending solutions combined with a flexible, open-architecture platform, provided the confidence that we can deliver and implement our client-first service model and approach.

Famiglia Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC; however, we own 100% of our independent firm.

To provide our clients with the services we offer, we are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.

The core strategies we use to manage your assets will not change, and of course, our investment management solutions are always specifically tailored to your risk parameters, timeline, and long-term objectives. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an open architecture environment.

Wherever your mortgage is now, keep it there. If you want a new mortgage, we can help source a new competitive rate. As an independent firm, we now have the freedom to pursue loans and lines of credit for our clients, identifying the best terms and rates for each situation.

You’re under no obligation to move your banking accounts as part of this transition. However, as we are now an independent team, we have the ability to go out in the marketplace on your behalf to identify comparable or better options than your current situation. We can advise you on what is the best banking relationship solution specifically for your needs – whether with a local, regional or national bank.

No, the fees we charge as your investment advisor will be the same as they are today. You will benefit from what our new firm can now access on your behalf: best-in-class products, services, and technologies that weren’t available in our previous environment. In fact, you will be happy to know that, with Pershing as our new custodian, there will be no transfer fees, ATM fees (at any ATM), or account maintenance fees.

Once you sign the account opening and transfer documents found in the welcome packet we send, we will submit a request to our prior firm to begin the transfer process. The transfer process usually takes 5 to 10 business days to complete. We will monitor your accounts daily for progress and confirm to you once all assets have been transitioned and are posted to your account at Famiglia Wealth. We will then work with you to re-establish any recurring payments and other transfers you may currently have.

You will be able to view your assets by utilizing the Client Login section. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you have been accustomed to. You can also install the Pershing NetXInvestor app on your mobile device to view your assets and account activity, and access certain services, such as depositing checks into your accounts.

During the transition process, your line and its current rate will be set up at Pershing; the rate will not increase. You will not be required to liquidate any of your holdings to pay off the debt. Pershing will send a payment on your behalf as part of the transfer of your assets. Pershing will create a new loan for you on their books. Due to the careful due diligence between the firms, this process may take 3 to 4 weeks to complete; however, we will be in regular contact with Pershing to ensure the process is running smoothly.

Our new office is located at:

40900 Woodward Ave, Suite 302
Bloomfield Hills, MI 48304

Here is our updated contact information:

The first step is for our team to “re-profile” you, meaning we need to recreate certain account documentation. As we discussed, we were not permitted to take any client information during our exit. Once your new profile is completed, either a DocuSign email will be sent to you or a New Account Packet will be mailed to your home address – whichever you prefer. We sincerely believe that the opportunity to continue a longstanding relationship with us – with our personal, proven commitment to your individual needs, combined with the newly available benefits of our independent firm – will outweigh any temporary inconvenience posed by the transition itself. The total process will take approximately two weeks from the time we complete your profile information.

In some circumstances, especially if lines of credit are utilized, the transition time will be longer.