As our clients are aware, we have transitioned the Poling, Trusty, Young & Associates, now Southern Oak Wealth Group, out of Merrill Lynch and into the independent space, through a strategic partnership with Sanctuary Wealth. We’ve marked the milestone with a refreshed brand and a new website.
As part of this transition, we’ve also welcomed Wyatt England into our team as Senior Vice President and Senior Wealth Advisor. Wyatt worked alongside Patrick several years ago, and re-forming this partnership will add a new dimension to our wealth management capabilities.
While all of our clients will enjoy the same services and experiences we have always delivered, we will now be able to offer a wider range of strategies with a greater degree of customization.
We’re very much looking forward to sitting down with each of our clients to introduce them to the benefits and opportunities available to them through this transition.
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