Sanctuary Wealth and Centeras Private Wealth Expand with Addition of Richard LeSavoy, CFP®, Bringing Total Client Assets to $175M

09 September 2025 | Tuesday | News

LeSavoy joins Centeras after 11 years at Lincoln Investment, aligning with a client-first culture and vision for long-term continuity, supported by Sanctuary’s Enterprise Partner Program.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, welcomes Richard LeSavoy, CFP, CRC, EA, to its network through Partner Firm Centeras Private Wealth (Centeras). LeSavoy built his practice over the past 11 years at Lincoln Investment.

Centeras Private Wealth was founded by Travis Grieb, who launched the firm with Sanctuary in 2020 after leaving Ameriprise Financial. With the addition of LeSavoy, Centeras will manage $175 million in total client assets.

Centeras is dedicated to helping individuals and their families, small business owners and retirees organize their financial lives and be more confident in the decisions they face, by placing clients' best interests at the center of everything they do.

"We are thrilled that Richard has decided to join our firm as we continue to execute our strategic growth plan," said Grieb. "I've known Richard for several years and have been impressed by the quality of his business and his dedication to clients. His high-touch client-service approach will fit in perfectly with our culture at Centeras. We appreciate the encouragement, guidance and support we received through Sanctuary's Enterprise Partner Program, which helped us get this deal done."

After a 35-year career as a manufacturing executive, LeSavoy turned his lifelong hobby of personal financial planning into a career focused on helping others achieve their own financial independence. He has run a solo practice with Lincoln Investment in Massachusetts for the past 11 years.

"I've considered moving my practice for the past several years, and found the right partners with Centeras and Sanctuary," said LeSavoy. "I felt an immediate connection and cultural alignment with the way Travis and his team run their business. We have a similar vision for how you treat your clients, the level of service you provide and the customized support you offer. Continuity is important to me, and I know that if something unexpected happens to me, my clients would be in great hands."

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