Who's Moving Where In Wealth Management? - Sanctuary Wealth, McGuireWoods, Others

Editorial Staff

30 March 2021

Sanctuary Wealth
, a US network, has recruited Rosenblum Wealth Management, a solo practice based in Jupiter, Florida, and Flemington, New Jersey, into its orbit. The group oversees $173 million in total client assets.

Rosenblum Wealth Management joins Advisor Group through its subsidiary and network member firm SagePoint Financial. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors, and Woodbury Financial Services, Advisor Group said in a statement today.

Led by CEO Lee Rosenblum, a 30-year plus veteran of the financial services industry, Rosenblum Wealth Management specializes in investment management services, tax services, life insurance products and long-term care solutions.