Investment advisors Craig Stuvland, Eric Warlick and Jay Penn have launched new consulting firm in Portland, Oregon which aims to empower financial professionals create independent advisory and wealth management firms.
Named as tru Independence, the newly launched firm will provide all of the "behind the scenes" services needed to launch an independent firm.
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Its services will include business formation and analysis, compliance and broker protocols, office procurement, technology platform, access to premier service providers (including custodians and research), marketing, branding, and launch support.
"The fact is, more and more advisors are looking to go independent," said Craig Stuvland, CEO and president of tru Independence. "Advisors spend years building a business and establishing strong client relationships. Now, they are seeing the benefits of going independent, including the ability to better serve their clients and achieve the American dream of owning their own businesses."
In addition to assisting financial professionals at launch, tru Independence will provide guidance and consultation to help their business grow and thrive over the long term.
Its ongoing services include business consulting, compliance, succession planning, investment consulting, new business development, marketing and PR support as well as operational and HR support.
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By GlobalData"Our goal is to help these new business owners maximize the enterprise value of their businesses," said Managing Partner, Eric Warlick.
