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June 9, 2021

Tableaux Wealth partners TruClarity to launch wealth management practice

By Verdict Staff

Tableaux Wealth has launched a wealth management practice in Stockbridge, Massachusetts in tie-up with TruClarity Wealth Advisors .

TruClarity Wealth Advisors helps advisors in building their own brand and business.

Tableaux Wealth offers a range of services such as investment management, financial planning, tax strategies, estate planning, insurance planning, wealth transfer and education services.

Matthew Cheste will lead the firm as managing partner and principal advisor.

He will work closely with client services director Shelley Wojtkowski to assist clients in streamlining various aspects of their financial lives.

Before establishing Tableaux Wealth, Chester worked as a senior vice president at RBC Wealth Management where he managed approximately $133m in assets.

Commenting on the launch, Chester said: “I needed to be able to have a business that was flexible and could adapt to best serve clients.

“Our partner, TruClarity Wealth Advisors, stood out to me because of their ability to customize to my needs and the needs of the clients we serve.”

TruClarity will offer its solutions to help Tableaux transition to independence. It will also provide resources and structures need for the advisers to support themselves post-launch.

TruClarity Wealth Advisors CEO and president Pamela Stross said: “We are honored to work alongside the Tableaux team and to be a part of their success. It is so fulfilling to see Matt make the leap into the independent space.”

TruClarity was founded in 2019 by founders of TruClarity Management Solutions to enable breakaway advisers to manage their business independently in a flexible manner.

The entity is regulated by the SEC.

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