CHARLOTTE, N.C., Nov. 6, 2018 /PRNewswire/ -- YellowWood Wealth Solutions was launched on November 5th 2018 and is the latest team to leverage the tru Independence platform. Under the leadership of Founders, Les Watson and Jason Rericha, the Charlotte, North Carolina based firm offers personalized wealth management and financial planning services through a fully comprehensive, flexible and client-centric approach designed to provide fundamental life planning solutions for their clients.
Watson and Rericha have over 30 years investment and wealth management industry experience. Prior to founding YellowWood Wealth Solutions, they founded The Watson Rericha Group at Merrill Lynch Bank of America Corporation and advised to over $145 million of assets under management. They will be joined at YellowWood Wealth Solutions by Shari Kinney, Registered Senior Client Associate, and Kelly McKinley, Client Associate, who were also part of The Watson Rericha Group.
YellowWood Wealth Solutions services high-net-worth individuals and families through a fully-customized experience that goes beyond simple portfolio management, wealth preservation and wealth accumulation. The YellowWood team advises their clients throughout the financial planning process in order to help them achieve financial security and stability in all aspects of their life pre and post retirement. Watson and Rericha have made putting clients first a foundational principle at the firm. Through understanding their clients' values and goals, YellowWood is able to offer a detailed wealth management and financial planning experience personalized to each of its clients.
"Nothing means more to us than our clients. Creating an advisor/client relationship predicated on trust and transparency is the cornerstone of our approach at YellowWood Wealth Solutions," said Les Watson. "Having the freedom, flexibility and independence to offer our clients a fully-comprehensive and bespoke service, in which we can truly align our core values to those of our clients was the most important reason Les and I decided to form YellowWood Wealth Solutions as an independent RIA. We chose to work with tru Independence because we believe their professional approach and best-in-class services best equips us to achieve this fundamental goal," said Jason Rericha.
Founded in 2014, tru Independence supports advisors in many aspects of middle and back office support. The firm serves a variety of accomplished financial advisors allowing them to focus on their clients and grow their businesses.
"The passion, dedication and drive with which Les, Jason and the entire YellowWood team service their clients best exemplify how seriously they take putting their clients first, and at tru Independence we know that nothing is more important to them. We are delighted to be partnering with such a like-minded firm and thrilled to celebrate Independence Day with the YellowWood team!" said Craig Butler, Managing Partner of tru Independence.
For media inquiries, please contact Tony Kono at (646) 922-7767 or [email protected].
About YellowWood Wealth Solutions
YellowWood Wealth Solutions is an independent boutique financial solutions firm based in Charlotte, North Carolina. The firm was founded by Les Watson and Jason Rericha with a focus on serving high-net-worth individuals and families with an emphasis on offering a personalized and fully comprehensive wealth management, financial and life planning experience. For more information, please call 704-909-4412 or visit www.yellowwoodwealth.com
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for wealth management firms seeking independence and current RIA firms looking to maximize their core strengths. The firm diligently focuses on and invests in three core disciplines - business consulting, investment consulting and a commitment to drive new business to their partner firms.
To deliver open architecture solutions tru Independence leverages their intellectual capital, robust platform and its relationship with best in class vendors/providers. The company's consultative process is defined by simplicity, clarity and transparency, grounded on the belief that its partners can best control their future by maintaining a majority interest in their firm. Drawing upon decades of industry experience, tru Independence is dedicated to ensuring its partner advisory firms maximize their enterprise value by adhering to the highest level of fiduciary care for their clients. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.
CONTACT:
Tony Kono
JConnelly
(646) 922-7767
[email protected]
SOURCE YellowWood Wealth Solutions; tru Independence
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