Perspective Across Generations
Our team is our greatest asset – driven by continuous learning, contagious positivity, genuine care, and a hunger to grow while remaining humble, fulfilled and smart in all we do.
We have worked together for many years, building a collaborative culture grounded in trust, continuity, and shared perspective.
As a multi-generational team, we bring diverse experiences and viewpoints to the families we serve – and we remain committed to the discipline, perspective, and ongoing learning required to guide important decisions across generations.
RESOURCE PARTNERS
As an independent firm, Famiglia Wealth works in an open architecture, which allows us to access an unlimited range of investment products and solutions. We have partnered with industry leaders to provide our clients with high quality services and investment solutions.
BNY Mellon’s Pershing is the world-class custodian we have selected to safeguard our clients’ assets. BNY Mellon has over $40 Trillion in global client assets under custody. Founded by Alexander Hamilton, BNY Mellon is the oldest continuously operating bank in America.
Sanctuary Wealth is a client-centric, SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you
eMoney provides best-in-class technology to our clients for online access to their investment accounts, along with a mobile app, and the ability to view their entire financial life and plan in one place.
Let’s Build a Family Legacy.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Famiglia Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
