Indianapolis-based Sanctuary Wealth has joined forces with a new firm of internationally focused advisors with offices based in McAllen, Laredo and San Antonio, Texas, according to a company press release.
Excelsis Global Private Wealth consists of eight advisors from Wells Fargo who already have more than $5 million in annual revenue from working with a variety of international clients, including those in Mexico.
"The best financial advisors and wealth managers, whether they are working with clients in the U.S. or throughout Latin America, continue to gravitate toward Sanctuary Wealth because our model of partnered independence gives them something no one else can," Sanctuary Wealth Founder and CEO Jim Dickson said in the press release. "This is an extremely exciting time for Sanctuary as we continue to enhance the offerings on our platform, recruit the industry's top talent and expand our footprint into new markets, and we couldn't be more pleased that Excelsis Global Private Wealth has chosen to join us on this journey."
Sanctuary Wealth Founder and CEO Jim Dickson
| Sanctuary Wealth
It is the seventh team that has partnered with Sanctuary Wealth in Texas.
Leading Excelsis Global Private Wealth's Laredo office is Senior Wealth Advisor and Managing Partner Carlos de la Garza, while the San Antonio operation is headed by Senior Wealth Advisor and Managing Partner Rene Perez. Based in McAllen are Senior Wealth Advisors and Managing Partners Marlen Lopez, Roberto Lopez, Erasmo Salinas, Florentino Chapa, Lorena Guerrero and Javier Ordorica.
“We thank our parents for always instilling the love, diligence and dedication to work, we thank our daughters for being patient and understanding our long hours of work, we appreciate our clients because without them this would not be achieved,” Lopez recently posted on Facebook.