TrueWealth Expands and Relocates Office Within 3630 Peachtree Road
ATLANTA, Nov. 3, 2014 /PRNewswire/ -- TrueWealth, one of Atlanta's leading providers of wealth management services for individuals and families, announced today that it has expanded and relocated within the same building at 3630 Peachtree Road in Buckhead. TrueWealth's new office will now be Suite 300, located on the 3rd floor.
The move comes following news that the wealth management firm rebranded this summer. The rebranding included a focus on TrueWealth's core vision to empower its clients to define their own financial success and help them achieve what's most important to them.
Since its inception in 1999, TrueWealth has grown to oversee approximately $1 Billion of investment assets for 300+ family and individual clients globally. Led by President & CEO Jim Heard, TrueWealth currently employs 21 personal wealth advisors and support personnel and plans to add two more in January 2015.
"We're excited about this new phase of growth for the firm," said Jim Heard, President & CEO, TrueWealth. "Our new space will accommodate our growing business and allow us to continue to provide highly personalized wealth management services."
About TrueWealth
TrueWealth provides independent wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial--and life--goals.
The TrueWealth team, which manages approximately $1 billion on behalf of more than 300 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges and help them meet their important financial goals. For more information, visit www.truewealth.com.
TrueWealth Media Contact:
Kathy Siefert/Carabiner Communications
404.441.3669/ [email protected]
SOURCE TrueWealth
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