Sanctuary Wealth board members among 250 recognized in the U.S.
October 08, 2019 — INDIANAPOLIS–(BUSINESS WIRE)–Sanctuary Wealth board members and esteemed financial advisors Chris and Brian Cooke were named among America’s Top Wealth Advisors by Forbes in its most recent ranking, published annually in partnership with Shook Research.
Of 250 advisors across the country recognized, Brian and Chris Cooke were ranked #198 and #199, respectively. Under their leadership, Cooke Financial Group, Sanctuary Wealth’s inaugural partner firm, has grown its client assets under management to more than $2 billion.
Brian and Chris Cooke have been recognized by Forbes as Best-in-State Wealth Advisors numerous times, ranking No. 1 and No. 2 as recently as 2018.
“We’re thrilled to be recognized by Forbes again,” Chris said. “We consider it an honor to serve our clients and intend to do so with the same vision and integrity into the future as the Cooke Financial Group evolves alongside Sanctuary Wealth and leverages its Partnered Independence model.”
Cooke Financial Relationships Often Span Three Decades
The Forbes Top National Wealth advisors ranking is based on an algorithm of qualitative and quantitative criteria, including industry experience, compliance records and revenue produced. Neither Forbes nor Shook received a fee for placement on Forbes Top Advisor rankings. The rankings are independently determined by Shook Research. (Learn more about the rankings here.)
“Many Cooke Financial Group client relationships extend to three generations. This tremendous client longevity is a testament to the high level of customer service and the quality advice the group is known to deliver,” Forbes wrote in its ranking of the Cooke brothers.
Chris and Brian Cooke are Principals and Senior Institutional Consultants at Cooke Financial Group. Cooke Financial Group provides holistic financial planning, professional investment and wealth management consulting services for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans and trusts. It is through the Sanctuary Wealth network that the Cooke Financial Group pioneered the concept of Partnered Independence by providing like-minded independent advisors open-architecture access to best-in-class investments, resources and operational support.
“Brian and Chris are exemplary ambassadors of Sanctuary Wealth and our unique Partnered Independence model,” said Sanctuary Wealth CEO, Jim Dickson. “It’s with great pride that we announce and congratulate the Cooke brothers on this latest professional achievement and recognition.”
About Sanctuary Wealth
Sanctuary Wealth, an $8 billion partner-owned global wealth management firm, brings together an elite network of wealth advisors of the highest caliber, handpicked for their experience, fiduciary mindset, and unparalleled performance levels. These talented advisors operate with their clients’ best interests as their primary focus, backed by Partnered Independence℠. Partnered Independence℠ ensures Sanctuary Wealth advisors have comprehensive support in all aspects of serving their clients and growing their businesses. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, Sanctuary Wealth offers a comprehensive menu of products and services to individual and institutional clients.
About Cooke Financial Group
Founded in 1969, the Cooke Financial Group is a premier investment advisor, known for its tradition of providing superior client service and steady investment performance across generations and through all market cycles. Based in Indianapolis, its award-winning team of advisors offers a distinctive blend of holistic financial planning, professional investment and wealth management consulting services for individuals and their families, as well as for nonprofit organizations, corporations, retirement plans, and trusts. As of June 30, 2018, the Cooke Financial Group had more than $2 billion in client assets under management.