We are pleased to announce a new chapter in our journey. We are part of Waverly Advisors effective April 24, 2026.
To help take our firm to the next level, by expanding on the breadth of services we provide, we are joining a firm that shares our values, and we found that in Waverly. At the core of both Waverly and TruWealth is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.
"At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see at TruWealth, so joining together makes perfect sense. We are thrilled to welcome the team to Waverly as we continue to grow."
“TruWealth’s core business model was built on the belief that financial advice should always be centered on clients’ best interests. Joining Waverly allows us to keep that commitment while providing clients with enhanced resources, broader planning capabilities and access to an expanded team dedicated to their long-term financial success.”
“Joining Waverly has positively positioned our team for the next stage of growth. Waverly’s robust platform and collaborative culture will allow us to scale thoughtfully while continuing to deliver the high level of service our clients have come to expect.”
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