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Ohio Team Joins Sanctuary Wealth After Merrill Closes Local Office - Vimarsana News

Ohio Team Joins Sanctuary Wealth After Merrill Closes Local Office

Ohio Team Joins Sanctuary After Merrill Closes Branch Office The former Merrill Lynch team, led by advisor Lars Olson, wanted to stay in Marion, Ohio, to be part of the town’s revitalization, so they decided to go independent with Sanctuary Wealth. A financial advisor team, led by Lars Olson in Marion, Ohio, jumped ship from Merrill Lynch and formed an independent practice at Sanctuary Wealth after the wirehouse closed down the Marion, Ohio, office where the team worked. Olson’s team, which will now operate as Alluvial Private Wealth, manages $435 million in client assets.   Olso...

Sanctuary Wealth Welcomes Alluvial Private Wealth - Vimarsana News

Sanctuary Wealth Welcomes Alluvial Private Wealth

Sanctuary Wealth Welcomes Alluvial Private Wealth First Ohio team helps Sanctuary begin year with an additional $435 Million in Assets Under Management News provided by Share this article Share this article INDIANAPOLIS, Jan. 11, 2021 /PRNewswire/ -- Sanctuary Wealth, home to the next generation of elite advisors, today announces Lars Olson and his new firm, Alluvial Private Wealth, the first team of the new year to join Sanctuary Wealth and its partnered independence platform. Led by founder Lars Olson, CFP ® ChSNC ®, CRPS ®, the team based in Marion, Ohio has an estimated $435 million i...