$1 Billion Stifel Breakaway Team Launches With Sanctuary

Third Billion-Dollar, Multigenerational, Indianapolis-Based Sanctuary Affiliate Will Co-Locate At Sanctuary Office
From left to right: Chad Keller, L. Gene Tanner, J. Miller
From left to right: Chad Keller, L. Gene Tanner, J. Miller

Indianapolis-based M&K Legacy Wealth, formerly Tanner Wealth Management Group, became independent and affiliated with Sanctuary Wealth through its Partnered Independence platform. The group, led by Founders and Managing Partners J. Miller and Chad Keller, was formerly employed by Stifel.

In addition to Miller and Keller, the firm includes L. Gene Tanner, with six decades of experience, Wealth Advisor Christy Swindel and Senior Wealth Advisor Suzanne Marshall, as well as three associates and operations support staff. The firm will co-locate with Sanctuary in its Indianapolis office. M&K is Sanctuary’s third billion-dollar Indianapolis-based, multigenerational affiliate.

Vince Fertitta, President, Sanctuary Wealth
Vince Fertitta, President, Sanctuary Wealth

Miller said, “We felt confident that Sanctuary’s approach and platform could deliver something well beyond what can be found in traditional banks and brokerage firms. The freedom, flexibility and innovative support provided by Sanctuary through its open architecture model made them the right partner at the right time for us and our clients.”

“As a team, we looked at a range of options over the past several years and kept coming back to Sanctuary’s Partnered Independence model,” Keller said. “Not only do they have the best platform for what we need, but the firm’s deeply held values and culture align with our approach to client service and ethical engagement in our communities.”

M&K’s clientele is primarily pre-retirees, retired clients and business owners. It provides investment and retirement planning, risk mitigation strategies and estate planning.

Adam Malamed, CEO, Sanctuary Wealth
Adam Malamed, CEO, Sanctuary Wealth

Sanctuary President Vince Fertitta said, “All three of our newly launched Partner Firms this year were referrals from within our network. We are incredibly honored that our Partner Firms trust our team and find so much value in our Partnered Independence platform that they are recommending others to join us.”

“J., Chad and their entire team are the perfect fit for our business model and culture, and we are thrilled to welcome them to the Sanctuary Wealth family,” said Adam Malamed, Sanctuary’s CEO, recently named WSR’s CEO of the Year. “I look forward to working closely with the team to further expand the value they can create for their clients and the equity they will build in their own business.”

Sanctuary’s network includes partner firms in 27 states with approximately $30 billion in assets under advisement. Its subsidiaries include RIA Sanctuary Advisors, broker-dealer Sanctuary Securities, Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Family Office. In January, Sanctuary appointed Laurie Burkhard as a Director and Head of Business Consulting. In October, it hired Chris Shaw as East Coast Regional Managing Director.

James Miller, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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