TRUE Private Wealth Advisors has announced that The Opsahl Group will join the firm.
Based in Portland, OR, the team includes Senior Advisor Joseph Opsahl and Advisor Chris Hatfield joining from Merrill Lynch’s Private Client Group.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Steve Altman, founding partner and senior wealth advisor at TRUE, said: "We are delighted to welcome the quality, experience and expertise of Mr. Opsahl and his team into the TRUE partnership. This expansion demonstrates our focus on growth in the Pacific Northwest and ongoing commitment to provide the highest quality resources to high net worth families. Joe and Chris’s proactive, consultative approach is an ideal fit with the client-centric focus that TRUE embodies."
Senior Advisor Joseph Opsahl is a CPA with nearly 30 years experience in the financial industry. Most recently, he spent four years with Merrill Lynch in their Portland office. Prior to that, he led a successful practice at Smith Barney for 21 years.
Mr. Opsahl provides a wide range of wealth management, investment consulting and financial planning services to high-net-worth families, corporations, retirement plans and foundations. He leverages his proprietary process for advising clients in developing optimal plans for building, maintaining and transferring wealth.
Before entering wealth management, Joe was a practicing CPA at an international accounting firm where he advised clients on a variety of tax and accounting matters. He earned his BS in Business Administration and Accounting from Portland State University.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataOpsahl said: "I did extensive due diligence in the independent space and reviewed the business models available. When I met the team at TRUE Private Wealth Advisors, it was an immediate fit. TRUE has developed the right model for both serving clients and supporting advisors. The partnership model is unique and fosters growth. Through their strategic partnership with Dynasty Financial Partners, they have the infrastructure in place to both remain dynamic and to serve complex client needs long-term."
Advisor Chris Hatfield joins TRUE from Merrill Lynch’s Portland office. A native of McMinnville now settled in Portland, Chris received his bachelor’s in Business Administration with a concentration in Finance from Oregon State University.
He is actively involved in both the Portland and McMinnville communities and serves on the Central Catholic Alumni Association Board, serves as Secretary of the South Portland Business Association and is a member of the McMinnville Area Chamber of Commerce.
Shirl Penney, president and CEO of Dynasty Financial Partners, said: "We are excited about this significant addition to the TRUE team. Dynasty remains committed to being their transition and growth partner, as they continue to add clients and advisors on the path to becoming one of the premier wealth management brands in the region."
