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Sanctuary Wealth Attracts $225 Million Oklahoma-Based Advisor from Edward Jones

PR Newswire - Justin R. Koch Chooses Sanctuary's Partnered Independence to Launch CopperSky Wealth and Provide Clients Enhanced Service and Support.

Justin R. Koch Chooses Sanctuary’s Partnered Independence to Launch CopperSky Wealth and Provide Clients Enhanced Service and Support

Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, welcomes CopperSky Wealth (CopperSky), an Elk City, Oklahoma, practice with over $225 million in client assets. The firm is led by Founder and President Justin R. Koch, CFP, CPWA, CEPA, and includes Financial Advisor and Wealth Analyst Kari Payne and Client Service Associate Joy York. CopperSky selected Goldman Sachs as its primary custodian.

“Justin spent his entire career in an employee model and knew the time was right to make the jump to independence and run his own business,” said Vince Fertitta, President, Wealth Management, Sanctuary Wealth. “After thorough reflection and due diligence, he chose Sanctuary to support him during his next chapter, when CopperSky will be empowered to enhance the value of service delivered to clients beyond anything previously available to them. We established Sanctuary for advisors like Justin who are looking to unlock the asset they have worked so hard to build, create lasting equity in their own businesses and provide clients the distinctive experience they deserve.”

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