Who's Moving Where In Wealth Management? - Capital Securities, Sanctuary Wealth

Editorial Staff

9 June 2020

Capital Securities
has added Wigand Integrated Wealth in Colorado Springs, Colorado to its partner firm roster.

Wigand was jointly founded by Reinhold Wigand, an advisor who spent more than 22 years with Merrill Lynch Wealth Management, and his son Samuel, another former Merrill Lynch advisor, and has about $115 million in assets under management.

Reinhold "Reini" Wigand was with Merrill Lynch Wealth Management from 1997 through 2020, recently serving as senior vice president, senior portfolio manager, and resident director of the Colorado Springs office. Prior to Merrill Lynch, Reinhold Wigand grew and sold his family's woodwork manufacturing business, The Wigand Corporation.

As well as working with clients, Sam Wigand coordinates the WIW coaching program for emerging wealth, which focuses on educating and mentoring younger adults on the financial impacts of decisions made in the early and middle stages of their careers.

A third WIW member of the team is registered client service associate Robert Forest, an industry figure with more than 20 years of experience in that role. Most recently he served as senior registered client service associate at Resolute Independent Advisors where he worked with HNW families. He started his career with Smith Barney before moving to UBS Financial Services in 2009.

The Sanctuary Wealth network includes more than 33 partner firms across 12 states with about more than $9.0 billion in assets. The Sanctuary Wealth Group includes the wholly owned subsidiaries: Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Capital Markets, and Sanctuary Global Family Office.