Why Sanctuary Wealth Management? We are committed to the following:
Honesty and Integrity. “It is better to be trusted than to be loved.” This is the first cornerstone at Sanctuary. Everything else flows from this. If you can’t be trusted to do the right thing, you’re not welcome here.
Independence. It is hard to act in the client’s best interest when someone other than the client is writing the check. We are not owned by any national brokerage chains or insurance companies. Sanctuary is privately owned by the same four people running it. All decisions are made by us. We are free to go wherever we want, whenever we want, to find the right answers to our client’s needs.
Big-Picture Thinking. We see more than just investments. We want your tax planning, asset protection, estate planning, risk management, and business succession all in concert. This takes a coordinated effort, which we drive. This is a huge intangible, but often our greatest deliverable.
Relationships. No 1-800 numbers and phone trees to navigate. No ‘customer service teams’ to explain your story to each time you call in. We limit our clientele and give you direct access to your advisor.
Experience. We’re not trying to be all things to all people. We focus on a specific group of people—primarily business owners and their families in Southeast Idaho—and work relentlessly to serve their needs. We are not comfortable stepping outside of our expertise and don’t pretend to be able to do so. Just like there are generalists and specialists in the medical field, there are generalists and specialists in our field. We are very much not generalists—we specialize in serving business owners and their families in Southeast Idaho.
We’re on your side! Our success is based on your success.
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.
Brett Robison was raised in Salt Lake City, Utah. After a short time in the Air National Guard and earning a Finance degree from Utah State, Brett started what would eventually become Sanctuary Wealth Management.
G. Clay EsplinVice President, Investments
Clay Esplin was born and raised in Logan, Utah. After earning a Finance degree at Utah State University, Clay worked for a short time in the accounting field before partnering with Brett Robison.
Tim ForhanVice President, Development
Tim Forhan was born and raised in upstate New York. After earning an undergraduate degree and MBA in engineering, Tim spent 20+ years as an executive in many large corporations. He brings a wealth of executive experience and corporate know-how to Sanctuary.
Joel PhillipsVice President, Operations
Joel Phillips was raised in Idaho, spending part of his youth in Boise and part in Pocatello. After graduating from Idaho State University with a B.S. in Economics and an MBA, Joel joined Sanctuary in 2008.