MOVES IN THE NEWS

Breakaway NewSpring Wealth Joins Sanctuary From UBS

James Miller, Wealth Solutions Report - UBS Advisor Kristin Larson launches independent firm with Sanctuary partnered independence model.

February 11, 2025
James Miller

In its second recruitment of the year, Sanctuary Wealth announced that Kristin Larson joined from UBS and launched NewSpring Wealth Partners. The Minneapolis-based practice manages nearly $200 million in total client assets.

Spending nine years at UBS, she most recently served as Senior Vice President, Wealth Management and Financial Advisor with the Carlson Larson Wealth Management group at UBS Financial Services. Prior to that, she served in various planning and client service roles at Wells Fargo Advisors and Ameriprise.

“We were pleased to invite Kristin to join Sanctuary’s Partnered Independence model and are excited to help her launch NewSpring,” said Vince Fertitta, President of Sanctuary Wealth. “Her accomplishments so early in her career are admirable – already being recognized as one of the industry’s top next-gen and top woman advisors. By choosing independence she has unlocked a valuable asset with a fantastic growth trajectory and can now serve as a true fiduciary for her clients, offering them expanded support, enhanced technology and objective investment solutions.”

Read more…

 

Share:

Subscribe for Updates

Get updated by email when a new article is added.

Related Posts

Diamond Consultants - In the News