Gordian Wealth Advisors, a new wealth management firm that opened for business last week in San Francisco, has hired Sanctuary Wealth Services to provide infrastructure and institutional support.
Gordian Wealth Advisors was launched after six months of planning, said Britt Doyle, co-founder of the firm, in a telephone interview. He and the firm’s other co-founder, Elliott Elbaz, came together to join their strengths on the institutional and private wealth management sides of the business.
Doyle described Gordian Wealth Advisors as an independent boutique wealth management firm that works with individuals, families, technology executives and business owners in Silicon Valley.
Sanctuary Wealth Services will provide Gordian Wealth Advisors with back-office and business services, such as compliance, recordkeeping and money manager research and due diligence, said Jeff Spears, CEO of Sanctuary Wealth Services.
Doyle, formerly of UBS in San Francisco, has more than 23 years of wealth management experience. Elbaz was formerly with investment bank FBR and has 21 years of investment management experience for institutional and individual clients.
“Together they are a powerful and unique combination that offers their clients a diverse perspective that truly simplifies wealth management,” said Spears.
Gordian Wealth Advisors is the sixth advisor team to join Sanctuary Wealth Services’ business services support platform.