In the simplest terms, we believe we can do more for clients now, and in the future, with our own independent firm. We can be more objective in our pursuit of the most appropriate investments, credit and trust solutions for clients. We can be more collaborative by leveraging advances in technology to provide better access to information, planning and performance. And we will have more control over the client experience including fees, communication and service-delivery.
Empowering our decision to be independent is our partnership with Sanctuary Wealth. Through its platform, Muirwood has access to outstanding back-office support, industry-leading resources, economies of scale, and best practices from a peer group of elite advisors who share our passion for serving our clients.