SLK Private Wealth, a $1.6 Billion Elite Team, Chooses Partnered Independence With Sanctuary Wealth – Yahoo Finance
Three founding partners are top ranked advisors by Forbes/Shook, including the #6 wealth advisor in California
INDIANAPOLIS, Sept. 14, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, welcomes SLK Private Wealth, led by its Founders and Managing Partners Glen Strauss, Jonathan Lewis, and Edward “E.J.” Kahn. The members of the new firm previously practiced as The Strauss/Lewis/Kahn Wealth Management Group of Wells Fargo Advisors and advised on over $1.6 billion in client assets.
“It’s highly gratifying and validates what Sanctuary Wealth is all about, as a team of such outstanding caliber chooses our network and platform above all the other options out there,” said Jim Dickson, CEO and Founder of Sanctuary Wealth. “This is the fourth billion dollar plus team that we’ve added this year and the second in Southern California in just the past week. We’re excited to welcome Glen, Jonathan, E.J., and the rest of the SLK team to our network”
“Independence is the next logical evolution in our business. We chose to start our own firm in partnership with Sanctuary Wealth where we can control the client experience and truly act in their best interest without conflict or distraction,” said Glen Strauss, Founder and Managing Partner, SLK Private Wealth. “Sanctuary has built a robust platform for serving clients with an elite network of likeminded, successful advisors. The culture and capabilities are unmatched in the industry. We will have a much more robust selection of solutions available and the ability to determine which strategies make the most sense for each individual client.”
Founder & Managing Partner Glen Strauss has more than 35 years of financial advisory experience. He was previously a Managing Director and PIM Portfolio Manager, building custom investment strategies and managing equity accounts for clients. Glen earned a bachelor’s degree from the University of Illinois, and a JD degree from the Gould School of Law at the University of Southern California practicing law as a corporate attorney for several years. His accolades include being among Forbes America’s Top Wealth Advisors, 2018–2022, Forbes Best-in-State Wealth Advisors, 2018–2022 (including the #6 spot in California in 2022), Barron’s Top 1,200 Financial Advisors, 2014–2020, Barron’s Top 1,000 Financial Advisors, 2008–2013; and Financial Times Top 400 Financial Advisors, 2015. He was recently recognized by Forbes as one of the top 250 Wealth Advisors in the country.