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In the News

Sanctuary Wealth Welcomes Mesa Pointe Wealth

Posted by Jason Diamond


July 15, 2022
Sanctuary Wealth

Texas-based team with $120 million AUM joins from Edward Jones and chooses partnered independence with Sanctuary

INDIANAPOLIS, Ind., July 15, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, welcomes Mesa Pointe Wealth to the network from Edward Jones. Led by Founder and CEO Robert Lehrer, the firm is based in Midland, a city considered the capital of Texas oil and gas production, and has approximately $120 million in client assets under management.

“With Robert Lehrer and Mesa Pointe Wealth joining Sanctuary Wealth, we have partner teams in all the major pockets of wealth across Texas,” said Jim Dickson, CEO and Founder of Sanctuary Wealth. “Robert is an outstanding advisor who had already built a great business, but we felt he could do so much more for his clients if he chose partnered independence and had the freedom to select the solutions and technology most appropriate for his practice and his clients’ needs.”

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About Jason Diamond

Vice President, Senior Consultant. Jason has a unique vantage point that benefits the advisors he counsels—with a combination of knowledge and empathy that few can claim. Learn more...

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