PORTLAND, Ore.--(BUSINESS WIRE)--tru Independence, a $9 billion national independent advisory growth platform, today announced the latest advisor partner to join -- Channel Wealth. The firm is headquartered in Santa Barbara, California and manages $650 million in assets. tru will provide its forward-looking business platform that aids advisor growth both organically and inorganically, a differentiator in the marketplace.
As Channel Wealth’s leadership deliberated on plans for the firm’s next evolution and growth phase, they turned to tru Independence for its experience in dealing with complex growth strategies and track record of innovation.
“We did our fair share of due diligence on possible partner firms, and tru stood out from the pack,” said Justin Anderson, CFP, Partner at Channel Wealth. “We were incredibly impressed with the breadth of innovative options tru Independence has at its disposal, along with their outside-the-box thinking to help develop alternative strategies as our firm’s needs evolve.”
Channel Wealth offers financial planning, portfolio management, tax-efficient investing, retirement planning and succession planning services, which made them an ideal fit for tru Independence due to its track record for making an advisors’ vision for growth become a reality.
“We pride ourselves on helping advisors evolve their business so that they can scale while maintaining a high level of focus on their clients,” said tru Independence President and Chief Operating Officer Amit Dogra. “The financial advisor who wants a business partner known for actually delivering growth strategies, embedding innovation in its business solutions are the firms that select tru. It was great to see so many of our advisors in person at our first annual Canvas conference. We’re excited about welcoming Channel Wealth to the tru family and supporting them on their journey.”
As the fiduciary-to-fiduciary advisors, tru Independence puts the advisor’s business needs first by offering a variety of ways to partner with them from helping advisors launch their own firm or a supported model. tru allows the advisor to choose what’s right for them, which is what independence is meant to be.
For more information about how to partner with tru Independence, go to tru-ind.com.
About tru Independence
Founded in 2014, tru Independence is a leader in delivering independence optimized to established wealth management firms and RIAs seeking to grow their business efficiently and effectively. Drawing upon decades of industry experience, tru Independence provides access to turnkey technology infrastructure, in-house C-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility. The breadth and depth of this expertise allow advisors to focus on client services, while tru focuses on being your fiduciary, growth and service excellence partner. For more information, please visit www.tru-ind.com
Independence Optimized.℠
About Channel Wealth
Channel Wealth is a Santa Barbara, CA, based financial planning & wealth management firm that focuses on assisting with life’s transitional events. Channel Wealth thrives by providing high touch, high level advice that makes an impact on their clients lives by bringing clarity to their circumstances. Channel Wealth aims to help people understand and connect to their finances in a positive and productive way so that they understand where they are now and where they want to be in the future.
