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Our Team

TrueWealth is a team of leaders, each member excelling in their individual area of responsibility. Advisors, associates and those in support capacities are champions of their own work, as well as the work of their colleagues and partners, and the firm as a whole. With the ability to bring unique expertise, a personalized approach and collaborative spirit to the table, our truly exceptional team assures clients benefit over the long term.

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Recognized

Six members of the TrueWealth team have received the prestigious Five Star Wealth Management Award, an honor bestowed by Atlanta magazine on less than seven percent of industry professionals.

Diverse

More than 50 percent of the firm’s personal advisors are women, with special empathy for the financial concerns of other women, including executives, widows, and those with inherited wealth.

Involved

TrueWealth annually sponsors University of Georgia’s Financial Planning Internship and Career Fair and Financial Planning Banquet, giving back to the community by supporting wealth management education.

Honored

The team is proud of its ability to cultivate client relationships that last. Close to 95 percent of individuals and families we’ve served, we still serve, and many have worked with us throughout our 15-year history.

Vetted

For every associate hired, TrueWealth often reviews as many as 100 resumes. Ten are then interviewed by phone, resulting in as few as three in-person interviews. Finalists are extensively tested and meet with every member of the firm prior to hire. This rigorous process keeps the team—and culture—strong.