Floridateam based with more $200 million AUM combines comprehensive planning, fiduciary mindset and tax expertise for a holistic wealth management experience

INDIANAPOLIS, June 3, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, welcomes Praetego Private Wealth, the latest team to leave the world of big banking for Sanctuary’s brand of partnership independence. The new company, based in Trinity, Floridaconsists of Founding Partners and Private Wealth Advisors Dustin Cali, CFP®and Daniel VenturaPCP®and Client Associate Thomas Solfio and arrives at Sanctuary with over $200 million of client assets under management.

“As Sanctuary celebrates its fourth anniversary, we are extremely proud to welcome the first team from JP Morgan who have chosen to join Sanctuary,” said Jim DicksonCEO and Founder of Sanctuary Wealth. “We have an extremely strong pipeline of potential new partners and expect this to be Sanctuary Wealth’s most dynamic year yet. We will make further announcements as the year progresses.”

“We take a holistic approach to our clients’ needs that incorporates more than just their wallets into our financial planning,” said Dustin CaliFounding Partner and Private Wealth Advisor, Praetego Private Wealth. “In considering this decision, we interviewed dozens of companies, but Sanctuary’s open architecture platform was the only one that offered everything we were looking for. Sanctuary gives us the ability to leverage investment managers public and private and to integrate many different things into one seamless solution for our customers.”

In addition to being Certified Financial Planners™ (CFP®), both Dustin Caliand Daniel Ventura also earned Enrolled Agent Certification, the highest credential awarded by the IRS. This designation allows the holder to represent taxpayers before the Internal Revenue Service for tax matters that include audits, collections, and appeals. They were both previously private client advisers at JP Morgan, having joined in 2011 and 2012, respectively.

“As Certified Financial Planners™, we work to integrate all different aspects of financial planning and Sanctuary’s open architecture platform allows us to leverage public and private investment manager solutions,” said declared Daniel VenturaFounding Partner and Private Wealth Advisor, Praetego Private Wealth. “We felt the leadership team at Sanctuary truly understood our business and had the resources to help us do even more with all aspects of our practice.”

“Dustin and Daniel have built an excellent practice at JP Morgan and, as Independent Business Owners, they are well positioned to grow Praetego Private Wealth to even greater heights with the support Sanctuary brings to the table,” said Vince FertittaPresident of Sanctuary Wealth. “At the same time, their collective experience in tax matters will enhance the level of intellectual capital available across our network.”

About Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary’s partnered independence ecosystem provides a comprehensive technology and operational platform, along with the support of a community of like-minded advisors and invaluable affiliate business resources. Currently, the Sanctuary Wealth Network includes partner firms in 23 states with over $20.0 billion in assets under advisement. The Sanctuary Wealth Group includes wholly-owned subsidiaries Sanctuary Advisors, registered investment adviser and broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Tax and Family Office.

SOURCE Wealth of the Sanctuary