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PEOPLE MOVES: CII, Private Client Consultancy, IWP

PEOPLE MOVES: CII, Private Client Consultancy, IWP
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Financial advice firm receives Spain licence

Financial advice firm receives Spain licence
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Stratos Wealth Partners Welcomes Truvium Wealth Management With AUM Of $120MM

/PRNewswire/ Stratos Wealth Partners, a Stratos Wealth Network company, is pleased to welcome Scott Gegerson, CFP® and his firm, Truvium Wealth Management,. ....

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Mequoda Systems Pivots into Consumer Publishing with Food Gardening Magazine Launch

Mequoda Systems Pivots into Consumer Publishing with Food Gardening Magazine Launch
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Brown Wealth Management Accelerates Growth Strategy with Acquisition of Truuwater Financial, Creating Wealth Management Firm with $1.2 Billion in Client Assets

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SAN DIEGO, Feb. 11, 2021 /PRNewswire/ Brown Wealth Management (BWM), a fast-growing, independent wealth management firm, today announced the acquisition of Truuwater Financial. The transaction combines two leading San Diego-based wealth managers, expanding BWM from a team of nine professionals and $825 million in client assets to 14 professionals and total client assets of $1.2 billion, supporting a national client base of individuals, families and business owners across the country.
Industry leader Jeff Brown founded BWM in 2005 and spearheaded its transition into an independent firm in 2015. From its earliest days, BWM was one of the pioneers of fiduciary client relationships in the wealth management space, specializing in intentions-driven financial planning. The firm s unique approach targets high-net worth professionals who are seeking a deeper and more holistic integration of financial planning and life coaching. This acq ....

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