We are excited about the future of possibilities that independence gives us. If we see something that we truly believe can help our clients, the open architecture of our independent firm allows us to offer these solutions.


Founder & Managing Partner

The Value We Deliver


We seek to simplify the complexities of wealth and make your life easier.

Peace of Mind

We help you achieve the financial confidence you need to enjoy your journey.


We pursue long-term outcomes to protect your family and shape your legacy.

Trusted Resources

As an independent firm, we are positioned to partner with what we believe to be the best alliances,
resources, and technologies in the industry.

Sanctuary Wealth, is an SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you.
M&K Legacy Wealth has selected BNY (Bank of New York) Mellon Pershing, the largest custodian in the world to custody our client assets. BNY Mellon custodies over $40 Trillion and is the longest standing operating bank in the U.S. surpassing 235 years.
Pershing and M&K Legacy Wealth are separate, unaffiliated companies, not responsible for each other’s services or policies. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Pershing works behind the scenes for our firm to provide clearing, custody and other brokerage services.