Based in Pocatello, Idaho, Sanctuary Wealth Management is an independent Registered Investment Advisor providing wealth management services to high-net-worth and affluent families.
The firm was originally started in 1994 as Washington Financial Services with the goal of providing clear and objective planning for investment clients. From 1994 through 2006, the firm grew steadily, eventually managing in excess of $60 million in client assets. In 2006, the name was changed to Sanctuary Wealth Management to better reflect the expanded wealth management and investment services the firm had developed.
Sanctuary Wealth Management is committed to helping our clients make smart choices about their money and avoid the mistakes many people often make.