Sanctuary Wealth has added Dial Square Private Wealth to its growing network of partner firms. The Orange County, Calif.–based firm, with $1.2 billion in total client assets, was co-founded by Jim Chiate and Tony Guinane, CFP, CRPC, who first partnered in 2003 at Merrill Lynch before bringing their ultra-high-net-worth (UHNW) practice to UBS in 2013.
Dial Square will leverage the best-in-class capabilities of Charles Schwab and Goldman Sachs as the firm's custodians.
Throughout the past 12 months, Sanctuary has brought on 16 new partner firms representing more than $10 billion in client assets. The Sanctuary Wealth network now includes more than 125 partner firms in 32 states, with more than $55 billion in assets on and in transition to the platform.
