Our Network

Global Advisor Teams

Since the launch of the Sanctuary Wealth platform in 2018, our network across the U.S. has grown dramatically. With the expansion of Sanctuary Global in 2021 we continue to strategically add top-performing advisors with international clients to further develop our elite network of independent partner firms and institutional teams.

Azimut Genesis

Founded in 2000, Azimut Genesis is today part of the global independent asset manager Azimut Group. Azimut Genesis is a US-based RIA, catering to domestic and Latin American clients, with Brazil, Argentina, Peru and the USA as its main markets. With an open and flexible platform, Azimut Genesis is dedicated to meeting clients’ needs and objectives through Asset Allocation, Advisory, Discretionary Management, and Portfolio Consolidation.

Excelsis Global Private Wealth

Excelsis Global Private Wealth, launched in 2021, is a consortium of five teams of former Wells Fargo international advisors. With over 150 years of experience, these eight advisors are: Marlen Lopez and Roberto Lopez; Florentino Chapa and Erasmo Salinas; Lorena Guerrero; Javier Ordorica and Carlos De La Garza; and Rene Perez. All are based in McAllen, Texas, except for Carlos who is based in Laredo, Texas and Rene who is based in San Antonio, Texas.

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Azimut Genesis

Founded in 2000, Azimut Genesis is today part of the global independent asset manager Azimut Group. Azimut Genesis is a US-based RIA, catering to domestic and Latin American clients, with Brazil, Argentina, Peru and the USA as its main markets. With an open and flexible platform, Azimut Genesis is dedicated to meeting clients’ needs and objectives through Asset Allocation, Advisory, Discretionary Management, and Portfolio Consolidation.

Excelsis Global Private Wealth

Excelsis Global Private Wealth, launched in 2021, is a consortium of five teams of former Wells Fargo international advisors. With over 150 years of experience, these eight advisors are: Marlen Lopez and Roberto Lopez; Florentino Chapa and Erasmo Salinas; Lorena Guerrero; Javier Ordorica and Carlos De La Garza; and Rene Perez. All are based in McAllen, Texas, except for Carlos who is based in Laredo, Texas and Rene who is based in San Antonio, Texas.

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