formed by a trusted team of experienced wealth advisory professionals who share a personal commitment to helping highly successful people address and solve their biggest financial concerns. We work with a select group of multi-generational families, business owners, entrepreneurs, and corporate executives.
We recognize the role of family when it comes to every type of financial decision –
whether it involves current situations or future planning. Significant wealth brings a complexity that often clouds a clear path for the best actions to take. We focus on clarifying and streamlining your options to ensure optimal results for you, and for your family.
We do this by listening carefully to your objectives,
understanding the personal values that drive your goals, and asking you the questions that matter. We look at topics that impact your financial well-being – for today and tomorrow – from concerns about taxes and investments to your lifestyle and your legacy.
for our firm to emphasize the importance of family in planning and managing your wealth. “Family” represents the trust and partnership that is nurtured from one generation to the next, and our logo is designed to convey how our team aligns with these values.
serving as your fiduciary
We are advisors who take a holistic approach to assessing your wealth management needs. We are fiduciaries who place your best interests above those of our firm. And we are partners to your family, counseling you on proper financial habits to embrace, smart solutions to help you pursue your investment objectives, and detailed planning to ensure all of your family’s needs are met.
working towards your financial success
We work relentlessly for you, first and foremost, because we care. We want to help you continue your success, to sustain the wealth you’ve built, and to provide for the family you love. We want you to win the marathon of your financial life.
Frequently Asked Questions
Independence
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.
Custodian
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.
Regulatory Oversight
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.
Investing
Lending/Banking Products
Client Service
We will help you install the NetXInvestor and eMoney app on your mobile device to view your assets and account activity.
Our office is located at:
40900 Woodward Ave, Suite 302
Bloomfield Hills, MI 48304
Here is our contact information:
| Name | Phone | |
| Jason Geisz | (248) 341-0592 | [email protected] |
| Bob Alati | (248) 341-0591 | [email protected] |
| Beth Silver | (248) 341-0593 | [email protected] |
| Adam Biswanger | (248) 341-0594 | [email protected] |
| Sue Minster | (248) 341-0595 | [email protected] |
| Robyn Crewdson | (248) 341-0596 | [email protected] |
| Angela Dennis | (248) 341-0597 | [email protected] |
Next Steps
Please contact Robyn Crewdson at 248-341-0596 or Angela Dennis at 248-341-0597
