June 25th marks our first anniversary. It seems as though it was just yesterday that I put my trust in you, my clients, and decided to take the leap of faith to start mFORCE Capital. I can say that with all its challenges, late nights, and unanticipated turns and twists, it has been worth it. My team has successfully transitioned more than 90% of the assets I managed while at Merrill Lynch.
I am especially grateful for every one of you that made this transition with me. Your loyalty has made this dream a reality and I can’t say “Thank you” enough. I know the move to independence will benefit each of you along the way as we move through life together. The move to partnered independence opened a vast network of resources. It is through these partnerships and resources that we will continue to offer enhanced investment solutions in both challenging and stable market conditions.
To my new mFORCE family members, I am thrilled that you joined us in our inaugural year. We have so much to offer you and my team looks forward to growing alongside you.
Our goal is to deliver honest, clear and concise information in a way that improves the quality of life for our clients. We will continue to provide impeccable service and objective, thoughtful advice along with best-in-class solutions.
I look forward to the coming year and all the successes it will bring. We are here to help you maneuver through life’s financial complexities and serve you in any way we can.
Thank you for placing your trust in us!
Bradley Bruce,
Founder, CEO
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
We work to transform your wealth into a lasting legacy.
Us
We empower you with personalized financial solutions, enhancing your buying power, strengthening your negotiating positions, and strategically off setting your costs.
That’s why we started mFORCE Capital. We bridge the gap between laying the foundation and building the rest of the house. As a multi-family office, we’re more than just wealth managers—we’re wealth strategists adept at navigating the intricate financial landscapes of multiple high-net-worth families. We facilitate wealth growth through the execution of custom-tailored strategies, designed exclusively to fulfill unique financial aspirations.
Assets under management
Years of experience
Certifications (CPWA, CEPF, CIMA, and CDFA)
Us
Is your current wealth management plan:
• Unable to change quickly when your life changes
• Lacking tailored solutions to help you achieve your goals
• Keeping you from retiring early
• Serve the interests of the company you’re working with, rather than yours
At mFORCE Capital, we believe you deserve more than basic financial plans and impersonal service. We designed a multi-family office solution for wealth management—that treats you like family, is prepared to solve every financial problem you have, and always puts your needs first.
If you want to live freely and leave a legacy that lasts for generations, then you need a comprehensive wealth management plan designed to optimize your Family, Business, Philanthropy, Lifestyle, and Legacy goals.
Customized personal investment strategy
Cash flow optimization
Insurance analysis
Personal risk management
Governance for family meetings
Wealth transfer strategies
Tax minimization strategies
Trust services
Next-Gen education
ERISA and 401(k) expertise
10b5-1 strategies
Succession planning
Risk management
Stock options planning
Asset concentration strategies
Value optimization for exit/sale
Tax management analysis
Philanthropic plan development
Impact investing
Private foundations
Charitable trusts
Donor advised fund implementation
Real estate
Planes
Vacations
Investments
Tax ways to leave to heirs
Family governance
Estate planning
What do you do when you inherit
Brad Bruce and his dedicated team founded mFORCE Capital with a core belief in rewarding hard work. They blended this principle with outstanding service, a strong emphasis on building relationships, and a commitment to breaking free from arbitrary limits, all within a family environment.
The Roadmap to Financial Success
A step-by-step PDF that outlines the key financial milestones individuals and families should aim for, including wealth preservation, estate planning, and legacy building.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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