Credo Celebrates its First Anniversary

Courtney Jones, CFP®
Posted on 
September 17, 2020

We are excited to celebrate our First Anniversary at Credo Wealth Management, LLC. And what an interesting year it’s been! With our business partners, Sanctuary Wealth (our broker dealer) and Charles Schwab (custodian), we have successfully on-boarded 52 client households and grown to $47 million in assets. From the very start, being an independent practice with Credo Wealth Management meant we could focus on our clients without distractions and with more flexibility to offer better solutions and a wider range of strategies. The turmoil of recent months has not stopped us. Moving forward, our focus will remain on providing our clients with top professional unbiased advice and execution, and on the growth of this practice.

Among the benefits of working with Credo Wealth Management:

Credo Celebrates its First Anniversary

Courtney Jones, CFP®
Posted on 
September 17, 2020
Credo Celebrates its First Anniversary

We are excited to celebrate our First Anniversary at Credo Wealth Management, LLC. And what an interesting year it’s been! With our business partners, Sanctuary Wealth (our broker dealer) and Charles Schwab (custodian), we have successfully on-boarded 52 client households and grown to $47 million in assets. From the very start, being an independent practice with Credo Wealth Management meant we could focus on our clients without distractions and with more flexibility to offer better solutions and a wider range of strategies. The turmoil of recent months has not stopped us. Moving forward, our focus will remain on providing our clients with top professional unbiased advice and execution, and on the growth of this practice.

Among the benefits of working with Credo Wealth Management:

  • Unbiased advice
  • No account management fee
  • Lower annual fees
  • Reversal of transfer fees
  • Low-cost, risk managed ETF (exchange-traded fund) portfolios (as low as 0.09%)
  • Complimentary updated Financial Plan with industry leader MoneyGuidePro

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC.  Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Credo Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. This communication has not been reviewed for completeness or accuracy, does not necessarily reflect the views of Sanctuary Securities, Inc. or Sanctuary Advisors, LLC., and is not a recommendation or endorsement of any product, service, or issuer. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.

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Credo Wealth Management
1160 Battery Street East, Suite 1601
San Francisco, CA 94111
© Credo Wealth Management. All rights reserved.
Securities offered through Sanctuary Securities, Member FINRA and SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC registered investment advisor.