Joseph Marriott

Forging the Future: Celebrating 3 Years of Innovation and Independence

Today, I am writing to you with immense pride and gratitude as we celebrate a significant milestone. June 25, 2024, marks the third anniversary of mFORCE Capital, a venture born out of a vision to revolutionize the wealth management industry. It’s a journey that coincides with another personal milestone – my 36th year in this dynamic and ever-evolving field.

Over the past three years, mFORCE Capital has been honored with accolades that reaffirm our commitment to excellence and innovation. The Fort Worth Business Press presented us the Wildcatter of the Year Award, celebrating our audacious spirit and unwavering determination. We were also nominated by the Fort Worth Chamber of Commerce for the Small Business of the Year, and received national recognition from Barron’s Magazine as one of the top 1200 Advisors1. These honors are not just awards; they are a testament to the trust and support we have received from all of you.

When we set out to disrupt the stagnant norms of our industry, we envisioned a future where personalized service and cutting-edge solutions would go hand in hand. Today, I am thrilled to share that our vision is becoming a reality. The communities we serve – Fort Worth, Dallas, and Hot Springs – are not just responding; they are thriving. The surge in referrals and growth opportunities is a clear indicator that our approach resonates deeply with our clients.

Our alliance program, designed to bring “best in class” providers to our clients, is flourishing. We are not just meeting needs; we are anticipating them and delivering innovative solutions with a sense of joy and fulfillment. This spirit of innovation drives us to continuously explore new lines of business, ensuring we remain at the forefront of the industry.

Running an independent business comes with its share of challenges. There are days and weeks that test our resolve, but every step reinforces the belief that we made the right choice – for our clients, for our dedicated team, and for my family. Independence has empowered us to tailor our services to meet the unique needs of each client, fostering relationships built on trust and mutual respect.

Looking ahead, we are brimming with new ideas and ambitious plans. The next year, and indeed the next five, promise to be a period of continued growth and innovation. We are thrilled to have you to join us on this exciting journey as part of the mFORCE Capital family. Together, we will continue to redefine what is possible in wealth management.

Thank you for your unwavering support and trust. Here’s to many more years of success, innovation, and making a difference together.

Welcome to the future. Welcome to mFORCE Capital.

Thank you.

Bradley Bruce,
Founder, CEO

Barron’s Top 1,200 Financial Advisors (2014 – 2021; 2023), created by Barron’s Magazine. Last presented in 2024 based on data gathered from Oct 2022 to Sep 2023. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

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.

MBA, RICP™

With three decades of trusted industry guidance, Joe helps clients achieve confident retirements by developing retirement income strategies and helping them manage their assets through the market’s many ups and downs.