The latest deals and transactions in and around North American wealth management.

Sanctuary Wealth
Sanctuary Wealth has added Upland Private Wealth, based in Scottsbluff, Nebraska, to its network.

The firm, which was formerly affiliated with Edward Jones, was founded by Brandy Reichert. It serves clients in Nebraska and Montana.

"This has been an outstanding year for Sanctuary on so many levels. We've dramatically grown the number of advisors in the network and we expect the fourth quarter to be just as strong,” Jim Dickson, CEO and founder of Sanctuary Wealth, said. 

Prior to founding the firm, Reichert spent more than 12 years as a financial advisor with Edward Jones. She has earned the Certified Financial Planner designation and is a graduate of Montana State University-Bozeman with a degree in business, marketing, and economics.