our teamExperiencedTeam & Network
who we are
Independent. Nimble. On your side
Entrepreneurs put everything on the line to produce jobs, build communities, and solve real problems at scale. YOU DESERVE a financial outcome that REWARDS your efforts, AMPLIFIES your impact, and SECURES your legacy.
Our job is to get you there.
Every person on this team was chosen for one reason: they make the experience of working with ALFA sharper, warmer, and more impactful for the founders we serve.
Sanctuary Wealth is an SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you.
We have selected Fidelity Investments® (Fidelity) to custody our client assets. Fidelity is an industry leader with a strong net capital position, stringent internal controls, and a long and trusted 75-year history of putting clients first. All Fidelity brokerage accounts are covered by SIPC. This includes money market funds held in a brokerage account since they are considered securities. Learn more about SIPC coverage at www.sipc.org.
Fidelity Investments is an independent company, unaffiliated with ALFA Advisory. Fidelity Investments is a service provider to ALFA Advisory. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by ALFA Advisory and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1127251.1.0