Forging the Future: Celebrating 4 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 fourth 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 37th year in this dynamic and ever-evolving field.

Over the past four 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.

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About mFORCE
Retirement Plan Advisors

At mFORCE, Rachel brings her signature approach: retirement plans aren't just about finance—they're about people's lives. She partners closely with businesses to design, benchmark, and improve 401(k), cash balance, (defined contribution and defined benefit plans), while providing participant education and fiduciary consulting. She stays deeply engaged with the latest legislative and policy developments, ensuring her clients' plans stay ahead of the curve in an evolving regulatory landscape.Committed to continual learning,

Rachel holds several key professional designations, including Chartered Financial Consultant® (ChFC®), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), Nonqualified Plan Consultant® (NQPC®), Chartered Retirement Plans Specialist® (CRPS®), and Retirement Income Certified Professional® (RICP®). She also maintains FINRA Series 7 and 66 licenses.

Meet The Team

These are the people that will help you in your journey to building a sustainable legacy.

Rachel Carter

ChFC® C(k)P® CPFA® NQPC® CRPS® RICP®

Retirement Plan Consultant
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Bradley G. Bruce

Founder & Private Wealth Strategist
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Why Us

Why Retirement Plan Advisors Stands Out

Tailored Solutions

Custom accounting services carefully designed to fit your business’s needs.

Expert Guidance

Access to seasoned professionals with extensive experience across industries.

Time-Saving Processes

Streamlined workflows that free up time so you can focus on growing your business.

Accurate
Insights

Detailed reports and analyses to guide informed, confident decision-making.

Cutting-Edge Technology

We use the latest accounting tools to ensure efficiency, precision, and accuracy.

Dedicated Support

Responsive, reliable assistance whenever you need expert financial guidance.

Core Values

The Foundation of Our Success

01

Innovative Thinking

Our team is committed to discovering avant-garde strategies and solutions, ensuring your portfolio is as dynamic and distinguished as yours.

02

Wealth Amplification

Tailor-made solutions that seek to not only preserve but amplify your wealth, ensuring you are the prime beneficiary of your financial success.

03

Strategic Agility

Agile in adapting to the ever-evolving financial landscape, we’re always ready to harness new opportunities for your benefit.

04

Holistic Planning

We adopt a holistic view of your wealth, aligning every asset with your most ambitious goals and dreams.

05

Personalized Guidance

A single point of contact offers seamless personal attention, intimately understanding your financial landscape to guide you through every decision.

Conventional Wealth Management Isn't Cutting It Anymore

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.

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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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