Sanctuary Wealth takes stake in GoalPath Solutions
The Kansas-based firm provides advice and education to participants of workplace retirement plans.
Sanctuary Wealth, an Indianapolis, Indiana-based diversified wealth management platform for independent advisers, has taken an equity stake in GoalPath Solutions, an Overland Park, Kansas-based provider of advice and education to participants of workplace retirement plans.
Terms of the investment were not disclosed.
In addition to serving plan participants, GoalPath helps independent advisers scale their retirement plan business by providing access to back-office systems, processes, sales tools, investment solutions and other products and services, Sanctuary Wealth said in a press release.
[More: Billion-dollar Merrill team goes indie with Sanctuary]
Retirees seeking income clarity, better communication most of all
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